The Perfect RIA

784 Episodes

1. Your Q1 Surge Plan [Episode 191]

   Published: 2/13/2023
2. Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks

   Published: 2/10/2023
3. Worlds to Conquer - Surge: Schedules and Teams

   Published: 2/9/2023
4. What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris

   Published: 2/8/2023
5. Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]

   Published: 2/6/2023
6. Follow Up Friday - What If You HAD To Double Your Productivity?!?

   Published: 2/3/2023
7. Worlds to Conquer - Defining Value With Your Team

   Published: 2/2/2023
8. What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman

   Published: 2/1/2023
9. What If You HAD To Double Your Productivity?!? [Episode 189]

   Published: 1/30/2023
10. Follow Up Friday - The Goal Of The Perfect RIA

    Published: 1/27/2023
11. Worlds to Conquer - Getting Uncomfortable With Your Goals

    Published: 1/26/2023
12. What Works Wednesday - Deal Structures and Trends In The M&A Market

    Published: 1/25/2023
13. The Goal Of The Perfect RIA [Episode 188]

    Published: 1/23/2023
14. Follow Up Friday - Why Is Playing Office Such An Evil?!?

    Published: 1/20/2023
15. Worlds to Conquer - Goals And Productivity

    Published: 1/19/2023
16. What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau

    Published: 1/18/2023
17. Why Is Playing Office Such An Evil?!? [Episode 187]

    Published: 1/16/2023
18. Follow Up Friday - Tax Planning In 2023

    Published: 1/13/2023
19. Worlds to Conquer - Goal Setting: Email And Chat

    Published: 1/12/2023
20. What Works Wednesday - Creating Systems and Processes With Cameo Roberson

    Published: 1/11/2023