The Perfect RIA

784 Episodes

1. Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226]

   Published: 10/16/2023
2. Quantifying Success, Recruitment, and Effective Leadership

   Published: 10/13/2023
3. You’re Pi$$ing Me Off - Part 1

   Published: 10/12/2023
4. Recruitment Strategies and Talent Retention with Guest Yosef Colish

   Published: 10/11/2023
5. Measure What Really Matters? [Episode 225]

   Published: 10/9/2023
6. Exceptions, Mindset, and Owning Who You Are

   Published: 10/6/2023
7. Own It Already!

   Published: 10/5/2023
8. Raising Your Gaze and Being Coachable with Guest Nic Yeomans

   Published: 10/4/2023
9. A Disturbance In The Force… [Episode 224]

   Published: 10/2/2023
10. The Real Deal on Investments, Bookkeeping, and Succession Planning

    Published: 9/29/2023
11. Succe$$ion

    Published: 9/28/2023
12. Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

    Published: 9/27/2023
13. My Investments Are Bigger Than Yours [Episode 223]

    Published: 9/25/2023
14. Decoding Delegation, Client Themes, and Hiring Wisdom

    Published: 9/22/2023
15. You Promised What?!

    Published: 9/21/2023
16. The Power of Working in Themes with Guest Libby Greiwe

    Published: 9/20/2023
17. Common Assistant (Team) Myths [Episode 222]

    Published: 9/18/2023
18. Surge Success, Epic Adventures, And Humility

    Published: 9/15/2023
19. Curious ?'s

    Published: 9/14/2023
20. Journey Beyond The Doorstep Mile With Guest Charlie Walker

    Published: 9/13/2023