The Perfect RIA
Total duration:
12 h 18 min
Encore episode - How Did I Lose $50,000 This Month!?!
The Perfect RIA
27:29
The Hard Truths of Success [Episode 307]
The Perfect RIA
28:09
Encore episode - How To Communicate Your Value To Clients [Episode 172]
The Perfect RIA
29:20
Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]
The Perfect RIA
29:34
Relationship Currency: Converting Cash Flow Conversations into Client Loyalty
The Perfect RIA
07:29
Value Beyond The Meeting [Episode 305]
The Perfect RIA
25:48
The Value-Add Ladder and Exit Strategies of the Ultra-Successful
The Perfect RIA
08:06
Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino
The Perfect RIA
32:16
Ranking Value Adds: Easy Wins and Game Changers [Episode 304]
The Perfect RIA
26:00
Navigating Compliance and Cash Flow: The S-Corp Edition
The Perfect RIA
04:58
The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]
The Perfect RIA
25:58
The Art of Firing Clients
The Perfect RIA
05:49
Why Or When To Fire A Client [Episode 302]
The Perfect RIA
27:35
The Advisor's Time Trap: Escaping the DIY Bookkeeping Cycle
The Perfect RIA
06:10
Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]
The Perfect RIA
29:41
Culture, Clients, and Complementary Skills
The Perfect RIA
05:22
The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
The Perfect RIA
28:02
Financial Undressing: What Your Practice Valuation is Really Wearing
The Perfect RIA
08:25
Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin
The Perfect RIA
29:25
You’re Not Taylor Swift [Episode 299]
The Perfect RIA
22:42
The Broken Dealer's Guide to Independence (And When to Stay Put)
The Perfect RIA
05:33
The Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298]
The Perfect RIA
28:07
Why Your Value Proposition Matters More Than Your Fee
The Perfect RIA
05:40
The Fees Are Only Up Because The Market Is Up… [Episode 297]
The Perfect RIA
25:09
Goal Setting Gone Right: Stop Faking It, Start Making It
The Perfect RIA
06:24
From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]
The Perfect RIA
31:42
Why Two Advisors Decided to Spill Their Secrets
The Perfect RIA
06:19
Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]
The Perfect RIA
29:00
Estate Planning: From Checkbox to Cornerstone
The Perfect RIA
06:10
A Trust Will Solve All My Problems… [Episode 294]
The Perfect RIA
24:43
Beyond the Numbers: The Human Side of Retiring
The Perfect RIA
06:00
The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]
The Perfect RIA
29:00
Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline
The Perfect RIA
06:39
So, How Will You Get All Those New Clients? [Episode 292]
The Perfect RIA
26:32
Why Clients Leave (And How to Keep Them)
The Perfect RIA
06:09
What Was Your NET Client Flow In 2024? [Episode 291]
The Perfect RIA
23:27
Entitlement vs. Intention
The Perfect RIA
05:24
What You Are Entitled To In 2025 [Episode 290]
The Perfect RIA
22:55
Soft Skills, Hard Truths
The Perfect RIA
06:16
Don’t Worry, I Can Skip The Soft Stuff [Episode 289]
The Perfect RIA
28:49
