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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“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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“Thank you for sharing what works for you and how we can implement it!!”
kstate1996 via Apple Podcasts ·
United States of America ·
12/09/19
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“Ok I’m new to podcast so went to rate it and hit 1 star! Oh no I think Micah will freak out!
Ok on a serious note this is great. From the compliance tips, to client communications, or just learning how to take time out of the office.
Just a must listen to!”
Teddy Bear John via Apple Podcasts ·
United States of America ·
08/20/19
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