Best RIA and practice management podcast by far!
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“While I listened avidly to the Perfect RIA when I was at a huge wirehouse and got much more value out of listening than the time I spent listening to the podcast (ha) but now that we are on the RIA side I listen to even more obsessively! Micah and Matthew have different styles which helps a ton, and I highly recommend anyone serious about transforming their business and practice not only listen to this podcast but sign up for the backstage pass membership which has also been incredibly helpful.”
MJH102383 via Apple Podcasts ·
United States of America ·
02/16/21
More reviews of The Perfect RIA
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“Micah and Michael share honest feedback of best practices in their firms. They get to the point and deliver massive value for each. As a career changer, this has helped with the learning curve and provided plenty of ideas moving forward.”
jmhill202 via Apple Podcasts ·
United States of America ·
12/09/19
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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 have been listening to this pod cast and am not even in the RIA industry. I heard a friend listen and so many lessons applied to my personal career in finance that I had to subscribe. Thank you Micah for the insight. You speak so passionately about your clients and it’s inspiring.”
Taylon333 via Apple Podcasts ·
United States of America ·
11/10/18
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