The Perfect RIA

Guest Star Reese Harper [Episode 145]


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Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiving massive value from an advisor that isn't like anyone else. One way to do this is to learn from other advisors in the industry who are making a difference and have seen the success that you desire. So, in this episode, Matthew is joined by Reese Harper, the founder of Dentist Advisors and someone who is making a big impact in the advisory space.

You can find show notes and more information by clicking here: https://bit.ly/3i0l7AB

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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