Podcast Episodes

Follow Up Friday - Discount Fee - Then Discount Advisor!

Season 2

Revisiting the key takeaways from Monday's episode.

https://bit.ly/3bJALAH 

Published on 3 years, 5 months ago

What Works Wednesday with Guest Dustin Frost

Season 2

Technology has developed significantly in the past several years, helping advisors grow their businesses, keep track of many moving parts, and—of course—provide more value. However, as technology adv…

Published on 3 years, 5 months ago

Discount Fee - Then Discount Advisor! [Episode 159]

Season 2 Episode 159

The power of financial undressing and the mastermind experience is incredible and effective when advisors are looking to upgrade their practices. In this episode, Micah is joined by a mastermind atte…

Published on 3 years, 5 months ago

Follow Up Friday - Roth Conversions

Season 2

How to stop yourself from overcomplicating things, especially when it comes to Roth conversions.

https://bit.ly/3QFk8Gl 

Published on 3 years, 6 months ago

Tips from the Trenches - Taxes

Season 2

Tips for figuring out a client's taxes.

https://bit.ly/3bhIB4a 

Published on 3 years, 6 months ago

Roth Conversions [Episode 158]

Season 2 Episode 158

Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own i…

Published on 3 years, 6 months ago

Follow Up Friday - What Are You Gaining From Conferences?

Season 2

Recapping the key takeaways from Monday's episode.

https://bit.ly/39yhMrX 

Published on 3 years, 6 months ago

What Works Wednesday With Guest Libby Greiwe

Season 2

Working fewer hours is a goal for many advisors. Working fewer hours and getting higher pay is even more sought after. However, for many advisors, this feels too far out of reach. So, how did Libby G…

Published on 3 years, 6 months ago

What Are You Gaining From Conferences? [Episode 157]

Season 2 Episode 157

In today's episode, Micah is joined by two rock star advisors: Bill Harris and Jim Saulnier. Both are financial planners with their own practices, and they take some time to debrief with Micah about …

Published on 3 years, 6 months ago

Follow Up Friday - If You Don't Have Time To Take A Week Of Vacation, Take Two Weeks!

Season 2

Diving deeper into one of the key tenants of The Perfect RIA.

https://bit.ly/3NFFVvJ 

Published on 3 years, 6 months ago