New York Financial Advisor
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“Heard Jarvis on Kitces podcast on my way to Vermont for a snowboarding trip. Heard the line “only onboarding clients with 500k accounts and of course a bunch of people come in with 450k” . I yelped out loud laughing …as people in the car looked at me like I was on drugs finding such a statement so funny. However I’ve been listening to this podcast for months now and have implemented a few things in my client presentations and I immediately have seen the positive effects. I am going to be working on my own guardrails presentation . I have also just purchased Jarvis book on Amazon and will be reading that as well. Thanks for putting out the amazing content !”
Thomas Peguillan via Apple Podcasts ·
United States of America ·
11/19/21
More reviews of The Perfect RIA
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“Micah and Matthew seem to grab all these ideas swimming in my head and put them in a podcast. Great action items!”
A707FinancialPlanner via Apple Podcasts ·
United States of America ·
06/06/20
“Thank you so much and keep on doing more great show.”
Mary2577 via Apple Podcasts ·
Philippines ·
05/11/21
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“Great content. Worth every minute. And I love the action items at the end of the podcast. Keep up the good work! (And keep out the head trash. You are crushing it)”
Cheryl Burg via Apple Podcasts ·
United States of America ·
06/08/21
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