Best advisor podcast I’ve heard
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“If you’re in the RIA biz or even any type of client advising role - these guys will add (massive) value to your practice. Keep up the sharing and surely this will bring you both many new clients as well :)”
Marlowbee via Apple Podcasts ·
United States of America ·
08/24/19
More reviews of The Perfect RIA
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“This a must listen for any advisor wanting to provide massive value to your clients while spending more time with family. A lot of great info packed into each episode.”
mccummings via Apple Podcasts ·
United States of America ·
12/09/19
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“These cats are great. Anyone in the financial services industry should be listening to these guys. Well done! Keep up the good work!”
Steve Urkel42 via Apple Podcasts ·
United States of America ·
02/13/19
“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
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