The Perfect RIA
Total duration:
15 h 20 min
Bad Ways to Answer Clients [Episode 256]
The Perfect RIA
28:51
Crafting Your Investments and Marketing Communication
The Perfect RIA
07:16
When Marketing Works
The Perfect RIA
31:01
How Investments Work With Your Clients [Episode 255]
The Perfect RIA
29:03
Strategic Client Onboarding and Enhancing Tax-Related Value
The Perfect RIA
07:39
Creating Value Adds from the Tax Return
The Perfect RIA
30:25
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
The Perfect RIA
22:07
How Relationships Fuel Growth and The Role of Accountability
The Perfect RIA
07:22
How Are You Accountable When You Make a Client Mistake?
The Perfect RIA
27:34
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
The Perfect RIA
22:28
Upgrade Opportunities and Lessons in Criticism
The Perfect RIA
08:43
How To Take A Hit
The Perfect RIA
35:27
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
The Perfect RIA
27:40
Communicating Through Uncertainty and Filtering Advice
The Perfect RIA
07:07
You Can’t Say That!
The Perfect RIA
26:23
Economic Commentary
The Perfect RIA
25:34
Standout Prospect Meetings and Documentation for the Win
The Perfect RIA
09:19
Not Documented, Not Done
The Perfect RIA
36:57
Throwback: Show Me The Beef! [Episode 250]
The Perfect RIA
34:07
Relationship Building and Preventing Failures with Surge
The Perfect RIA
07:51
How Surge Fails
The Perfect RIA
38:49
Client Relationships And Connections With Guest David Gow [Episode 249]
The Perfect RIA
25:35
Communicating Roth Conversions and The Best Time for Surge
The Perfect RIA
07:56
The Perfect Surge Dates
The Perfect RIA
31:02
Throwback: Roth Conversions [Episode 248]
The Perfect RIA
35:45
Genuine Communication and Prospecting Pitfalls
The Perfect RIA
07:55
When Prospecting Goes Wrong
The Perfect RIA
26:09
Communication, Not Sales [Episode 247]
The Perfect RIA
29:40
Talent Acquisition and Profitable Prospect Meetings
The Perfect RIA
08:34
Charging For Prospect Meetings
The Perfect RIA
36:45
Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
The Perfect RIA
28:01
Prospecting and Pregame Strategies
The Perfect RIA
08:51
Prospecting That Works for Advisors
The Perfect RIA
29:54
Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
The Perfect RIA
21:22
Masterminds and Navigating Nepotism in the Workplace
The Perfect RIA
09:00
Should I Let My Kids Work For Me?
The Perfect RIA
35:36
The Power of Masterminds with Guest Aaron Walker [Episode 244]
The Perfect RIA
26:32
Crisis Preparedness and Disaster Recovery
The Perfect RIA
09:17
Sinking Ships
The Perfect RIA
39:02
No One Will Fix It For You [Episode 243]
The Perfect RIA
31:52