The Perfect RIA cover image

Tips from the Trenches - Getting The Right Clients And The Three P's - Personable, Profitable, and Productive

The Perfect RIA

00:00

Personable: chemistry and red flags

Micah details the personable criterion, social checks, and professions he typically avoids.

Play episode from 01:43
Transcript

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