Season 1 Episode 64
Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth is that RMDs are often an …
Published on 5 years, 10 months ago
Season 1 Episode 63
Advisors get stuck on great ideas all the time. What's so bad about great ideas? Today Matt and Micah are going to share why these so-called "million dollar" ideas are worthless and how to dial into …
Published on 5 years, 11 months ago
Season 1 Episode 62
Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and "outperforming" the markets. They'll sha…
Published on 5 years, 11 months ago
Season 1 Episode 61
When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation, and today Matt and Micah will be sharin…
Published on 5 years, 11 months ago
Season 1 Episode 60
As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a challenge for you and explaining what it takes to ma…
Published on 5 years, 11 months ago
Season 1 Episode 59
Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do you make that deeper connection and help yo…
Published on 6 years ago
Season 1 Episode 58
Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this episode, Micah and Matt are going to be sharing th…
Published on 6 years ago
Season 1 Episode 57
The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48 minutes per day on productive tasks. So today…
Published on 6 years ago
Season 1 Episode 56
As 2020 approaches, it's important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to discuss how to be winners with systems—not loser…
Published on 6 years ago
Season 1 Episode 55
As the new year approaches, it's easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your…
Published on 6 years, 1 month ago
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