“I am not a financial planner nor do I have plans of becoming one but I have listened to several episodes of the Perfect RIA Podcast. Matt and Micah give great insights into how they run their businesses and provide actionable advice for advisers that is also applicable to other things in life. I am also better prepared to understand the perspectives of my adviser which is a win for both of us. Great podcast.”
Mattjwilson1 via Apple Podcasts ·
United States of America ·
01/21/20