The Perfect RIA
Total duration:
15 h 15 min
Dodging IRA Disasters and Fostering Team Synergy
The Perfect RIA
08:29
Employees: Following Up or Nagging? Is There a Difference?
The Perfect RIA
36:57
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
The Perfect RIA
28:35
Understanding Annuities and the Characteristics of Successful Leaders
The Perfect RIA
06:45
How to Achieve Success in 2 Steps
The Perfect RIA
40:02
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
The Perfect RIA
26:35
Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room
The Perfect RIA
07:07
Decision Fatigue
The Perfect RIA
28:13
You Are Only Cheating Yourself [Episode 264]
The Perfect RIA
30:18
Why Authenticity Matters and Family Financial Dynamics
The Perfect RIA
06:44
When You Earn More Than Your Spouse - Navigating Income Disparity
The Perfect RIA
37:44
The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]
The Perfect RIA
30:57
Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility
The Perfect RIA
07:32
Your Vocation Should Pay For Your Avocations
The Perfect RIA
25:30
The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]
The Perfect RIA
32:38
Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice
The Perfect RIA
08:10
Marketing. What Works For Financial Advisors?
The Perfect RIA
31:48
Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]
The Perfect RIA
28:13
Maximizing Valuations and Smart Business Planning
The Perfect RIA
06:53
How Your LLC Fails
The Perfect RIA
29:02
Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]
The Perfect RIA
27:32
Overcoming Head Trash and Building Lucrative CPA Relationships
The Perfect RIA
09:25
Encore Episode: Dealing with Head Trash
The Perfect RIA
35:41
Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259]
The Perfect RIA
30:54
It’s All About That Prospect: Being Intentional and Gathering Information
The Perfect RIA
08:18
Encore Episode: New Client Onboarding - What Information New Prospects and Clients Provide
The Perfect RIA
41:01
What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]
The Perfect RIA
30:42
Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes
The Perfect RIA
07:47
Encore Episode: Client Onboarding - Creating A Solid Foundation
The Perfect RIA
34:40
Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]
The Perfect RIA
30:33
Enhancing Client Communication and Interactions
The Perfect RIA
06:52
The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters
The Perfect RIA
29:49
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