The Perfect RIA

784 Episodes

1. Tax Planning In 2023 [Episode 186]

   Published: 1/9/2023
2. Follow Up Friday - You Are Playing Office, Here’s How To Tell

   Published: 1/6/2023
3. Worlds to Conquer - Goal Setting

   Published: 1/5/2023
4. What Works Wednesday - Focusing On Positivity With Rich Chen

   Published: 1/4/2023
5. You Are Playing Office, Here’s How To Tell [Episode 185]

   Published: 1/2/2023
6. Follow Up Friday - Was 2022 Your Best Year Ever?

   Published: 12/30/2022
7. Worlds to Conquer - Family Offices Q&A

   Published: 12/29/2022
8. What Works Wednesday - Leading Advisors With Dustin Corrente

   Published: 12/28/2022
9. Was 2022 Your Best Year Ever? [Episode 184]

   Published: 12/26/2022
10. Follow Up Friday - Surge - What If It Works?

    Published: 12/23/2022
11. Worlds to Conquer - Growing Up In A Family Office With Lane Wild

    Published: 12/22/2022
12. What Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace

    Published: 12/21/2022
13. Surge - What If It Works? [Episode 183]

    Published: 12/19/2022
14. Follow Up Friday - Why Are Value Adds Amazing?!

    Published: 12/16/2022
15. Worlds to Conquer - Family Offices: An Interview With Floyd Shilanski

    Published: 12/15/2022
16. What Works Wednesday - Small Business Planning With Steven Jarvis, CPA

    Published: 12/14/2022
17. Why Are Value Adds Amazing?! [Episode 182]

    Published: 12/12/2022
18. Follow Up Friday - Value Adds: Buckets and Guardrails

    Published: 12/9/2022
19. Worlds to Conquer - Family Offices

    Published: 12/8/2022
20. What Works Wednesday - Creating Habits With Lindsay Picone

    Published: 12/7/2022