The Perfect RIA
Total duration:
19 h 23 min
Encore Episode:The Godfather: Michael Kitces
The Perfect RIA
43:18
Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
The Perfect RIA
28:36
Encore Episode: What Are We Paying Employees?
The Perfect RIA
38:13
Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336]
The Perfect RIA
33:59
Encore Episode: You May Be The Problem
The Perfect RIA
40:27
Discipline Equals… Money? [Episode 335]
The Perfect RIA
27:07
Encore Episode: Team Building For Financial Advisors With Guest Christine Timms
The Perfect RIA
21:13
Hiring an Executive Assistant With Karen Stewart [Episode 334]
The Perfect RIA
32:52
Encore Episode: Measure What Really Matters?
The Perfect RIA
29:05
Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]
The Perfect RIA
27:15
Encore Episode: Leveraging Technology With Guest Ben Goss
The Perfect RIA
28:29
Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
The Perfect RIA
28:44
Encore Episode: So Is This What You Do In YOUR Practice?
The Perfect RIA
27:31
The Importance of Risk Management in Financial Planning With Justin Smith
The Perfect RIA
30:47
Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]
The Perfect RIA
34:39
Encore Episode: Client Relationships And Connections With Guest David Gow
The Perfect RIA
24:39
The Shift from Cash Flow to Wealth with John Poole
The Perfect RIA
30:21
Navigating the Future of Financial Planning With Seth Streeter [Episode 330]
The Perfect RIA
25:44
Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty
The Perfect RIA
23:28
Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
The Perfect RIA
30:14
Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees
The Perfect RIA
37:43
Mastering Fees in Financial Advisory [Episode328]
The Perfect RIA
25:15
Encore Episode: Should I Fire My Team?
The Perfect RIA
30:29
Navigating Team Dynamics: Lessons in Leadership [Episode 327]
The Perfect RIA
22:51
Encore Episode: When Prospecting Goes Wrong
The Perfect RIA
26:09
100 Reasons Prospects Say No [Episode 326]
The Perfect RIA
23:22
Encore Episode: How To Train Your Team
The Perfect RIA
30:20
The Importance of De-risking Your Practice With Ted Jenkin
The Perfect RIA
28:36
Discipline Equals Freedom: The Key to Success [Episode 325]
The Perfect RIA
26:52
Encore Episode: Business Planning
The Perfect RIA
31:39
The Future of Financial Advising with Shelby Nicholl [Episode 324]
The Perfect RIA
25:40
Encore Episode: Stop Talking Yourself Out Of The Sale!
The Perfect RIA
19:50
Counting the Reps: The Key to Growth [Episode 323]
The Perfect RIA
27:27
Encore Episode: Why Aren't You Delegating To A Virtual Assistant?
The Perfect RIA
21:51
Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell
The Perfect RIA
33:56
Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]
The Perfect RIA
23:55
Encore Episode: Did Surge Abandon You?
The Perfect RIA
32:56
Valuations in a Changing Market With Scott DiGiammarino
The Perfect RIA
32:40
Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]
The Perfect RIA
29:17
Encore Episode: How Surge Works For New Relationships And Clients.
The Perfect RIA
26:05
