Pure gold!
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
More reviews of The Perfect RIA
Every episode I listen to brings more and more great information. But beyond information this is full of actionable items that I can take right now and improve my practice.
jdawson co via Apple Podcasts · United States of America · 05/09/19
This has to be a top / must listen to for all advisors or business owners!!!
Jason - TUSA via Apple Podcasts · United States of America · 07/08/20
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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