The Diamond Podcast for Financial Advisors cover image

How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis

The Diamond Podcast for Financial Advisors

00:00

The Perfect RA Podcast - What Are Some of Your Favorite Learnings From the Podcast?

The perfect RA podcast has had close to a million downloads. Matt and Micah say it forces them to look deeper at their practice. "Surge meetings are probably the most impactful thing you can do in your practice"

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app