Immediately applicable practical insanely helpful and ethical advice
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“I discovered these guys through Kitces and hardly any other resource has been as helpful as The Perfect RIA in making my practice more efficient and more valuable to my clients. Thanks Micah and Matthew!”
findef via Apple Podcasts ·
United States of America ·
06/03/19
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“Matthew and Michael are incredible resources to the advising profession. I’m so thankful for their insights and look forward to every episode.”
Per Diem via Apple Podcasts ·
United States of America ·
01/30/20
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“Wow, I sorely regret not finding this sooner or else I would already be in on the backstage pass rather than still being on the waiting list, ugh! I have been an avid listener of podcasts for the last couple of years but had yet to find one before this that does a deep dive of a practice and then...”Read full review »
NKAPLEN via Apple Podcasts ·
United States of America ·
04/15/21
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“Mathew Jarvis knows his stuff and his interchanges with Micah are fun and informative. If you are an RIA, you will receive tremendous value from this podcast.”
StephPie via Apple Podcasts ·
United States of America ·
12/08/19
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