Must Listen
If you are in the financial planning world this is a must liten podcast!
IzzySuzy329 via Apple Podcasts · United States of America · 10/07/21
More reviews of The Perfect RIA
Wow, I sorely regret not finding this sooner or else I would already be in on the backstage pass rather than still being on the waiting list, ugh! I have been an avid listener of podcasts for the last couple of years but had yet to find one before this that does a deep dive of a practice and then...Read full review »
NKAPLEN via Apple Podcasts · United States of America · 04/15/21
Finally a podcast BY successful advisors for all of us aspiring advisors.
Matthew Jarvs, CFP via Apple Podcasts · United States of America · 08/12/20
Every episode has influenced the way I run my practice and engage my clients. Highly recommend for not only RIA owners but also those who work in a RIA in an intrepreneurial capacity.
Monkey cheese llama via Apple Podcasts · United States of America · 12/06/19
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