Thorough and practical
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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
More reviews of The Perfect RIA
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“Practical, straight forward advice on running and growing your financial planning business whilst providing insights into how to deliver an exceptional client experience. Thanks guys - really enjoying this 👍🏻”
firedemon982 via Apple Podcasts ·
Great Britain ·
02/15/19
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“I’m not yet running my own firm but will in the future. This podcast is filled with amazing content and some great advice even for advisors who are working for a firm but not yet running their own. Thank you for bringing to our ears! Great work guys!!”
Vaughn K via Apple Podcasts ·
United States of America ·
05/21/21
“Thank you so much and keep on doing more great show.”
Mary2577 via Apple Podcasts ·
Philippines ·
05/11/21
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