Implementing Surge Meetings - Taylor Schulte
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“Thanks again Matthew, Micah and Taylor - such helpful infirmation. Great action items to help Advisors provide a better experience for our clients.”
Husky Hoagy via Apple Podcasts ·
United States of America ·
10/15/20
More reviews of The Perfect RIA
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“Look forward to every episode! So much great info to implement in my practice. Thanks for putting out the great stuff!”
jsdavis222 via Apple Podcasts ·
United States of America ·
05/30/19
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“No matter where you’re at in your career, this is a great listen to get actionable ideas for your firm.”
Reg21124 via Apple Podcasts ·
United States of America ·
08/15/19
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“Micah and Michael share honest feedback of best practices in their firms. They get to the point and deliver massive value for each. As a career changer, this has helped with the learning curve and provided plenty of ideas moving forward.”
jmhill202 via Apple Podcasts ·
United States of America ·
12/09/19
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