Outstanding Resource
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“After 10 years at a major brokerage house, I realized that I wanted to run my practice in a different way. I researched the RIA space for months, and in doing so, stumbled upon this podcast. What was a dream became a reality as I listened to how Micah and Matt ran their business.
I launched my RIA a few months ago, leveraging the knowledge that Micah and Matt shared to ensure my practice had the right foundations for success. I’m not far along enough to have the quality of life they describe, but I know that it is within reach!
Thank you both for sharing your best practices so freely...I truly enjoy listening and learning!”
lmay09 via Apple Podcasts ·
United States of America ·
08/28/19
More reviews of The Perfect RIA
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“I’ve known Micah for years and after over 20 years in the business I always learn something for him. His ability to add ‘Mass Value’ to clients lives is something to mirror.
The podcast in particular you should check out is taxes. Showing how to work with a clients tax return and guide them...”Read full review »
Greeny J via Apple Podcasts ·
United States of America ·
08/20/19
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“Love this podcast! Micah & Matt give lots of wisdom and nuggets that you can implement into your financial advisor practice.”
Soaking It Up Like A Sponge via Apple Podcasts ·
United States of America ·
04/25/19
“Thanks again Matthew, Micah and Taylor - such helpful infirmation. Great action items to help Advisors provide a better experience for our clients.”
Husky Hoagy via Apple Podcasts ·
United States of America ·
10/15/20
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