The Perfect RIA

764 Episodes

1. What Are We Paying Employees?

   Published: 11/7/2024
2. A Failure to Plan is a Plan to Fail [Episode 281]

   Published: 11/4/2024
3. Bitcoin Battles and Value Add Victories

   Published: 11/1/2024
4. Encore Episode: Managing Value Adds In Surge

   Published: 10/31/2024
5. The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]

   Published: 10/28/2024
6. Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising

   Published: 10/25/2024
7. A Tangent with Floyd Shilanski

   Published: 10/24/2024
8. Learning Opportunity or Time To Go [Episode 279]

   Published: 10/21/2024
9. The Devil's in the Details: Mastering Professionalism and Digital Discipline

   Published: 10/18/2024
10. Is This The Grind?

    Published: 10/17/2024
11. Yes, It Is Your Dress [Episode 278]

    Published: 10/14/2024
12. Avoiding Common Advisor Pitfalls and Embracing Sales Excellence

    Published: 10/11/2024
13. The Art of Selling- Mastering Communication for Sales Success for People in Finance

    Published: 10/10/2024
14. From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]

    Published: 10/7/2024
15. Unique Abilities and Unbreakable Rules for Advisor Success

    Published: 10/4/2024
16. What Rules Apply And To Who? Leaders Answer

    Published: 10/3/2024
17. Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

    Published: 9/30/2024
18. The Annuity Landscape and Savvy Hiring

    Published: 9/27/2024
19. Hire or Fire?

    Published: 9/26/2024
20. Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]

    Published: 9/23/2024