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The Perfect RIA

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.

Tracks

Follow Up Friday - Roth Conversions 07:46 07/01/2022
Tips from the Trenches - Taxes 04:24 06/29/2022
Roth Conversions [Episode 158] 36:05 06/27/2022
Follow Up Friday - What Are You Gaining From Conferences? 05:49 06/24/2022
What Works Wednesday With Guest Libby Greiwe 23:15 06/22/2022
What Are You Gaining From Conferences? [Episode 157] 37:56 06/20/2022
Follow Up Friday - If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks! 08:34 06/17/2022
Tips from the Trenches - Buckets In A Volatile Market 03:34 06/15/2022
If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156] 23:19 06/13/2022
Follow Up Friday - Doing What Works 07:07 06/10/2022
Reading Time with Jarvis - Delivering Massive Value - Ten Steps to Networking Success 15:46 06/08/2022
Doing What Works [Episode 155] 27:46 06/06/2022
Follow Up Friday - Stop Talking Yourself Out Of The Sale! 07:57 06/03/2022
Tips from the Trenches - Following Your Own Advice 05:23 06/01/2022
Stop Talking Yourself Out Of The Sale! [Episode 154] 20:52 05/30/2022
Follow Up Friday - How Did I Lose $50,000 This Month!?! 07:59 05/27/2022
Reading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always Fails 07:25 05/25/2022
How Did I Lose $50,000 This Month!?! [Episode 153] 28:40 05/23/2022
Follow Up Friday - You Said What In A Client Meeting?! 04:53 05/20/2022
Tips from the Trenches - Getting The Right Clients And The Three P’s - Personable, Profitable, and Productive 05:12 05/18/2022
You Said What In A Client Meeting?! [Episode 152] 31:19 05/16/2022
Follow Up Friday - Why Don’t I Have More Prospects?!? 06:45 05/13/2022
Reading Time with Jarvis - Delivering Massive Value - Managing Client Expectations 06:10 05/11/2022
Why Don’t I Have More Prospects?!? [Episode 151] 22:22 05/09/2022
Follow Up Friday - Show Me The Beef! 07:09 05/06/2022
Tips from the Trenches - Show Up For Surge 03:11 05/04/2022
Show Me The Beef! [Episode 150] 34:20 05/02/2022
Follow Up Friday - How Do I Actually Get Tax Returns From Clients? 06:51 04/29/2022
Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators 12:06 04/27/2022
How Do I Actually Get Tax Returns From Clients? [Ep 149] 32:23 04/25/2022