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The Perfect RIA

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value all... Read more

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Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]

Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]

Matt and Micah focus on the concept of the One-Page Financial Plan and how financial advisors can demonstrate value, esp... Read more

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Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!

Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!

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11 Aug 2023

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