The Perfect RIA

784 Episodes

1. What Is A Lifestyle Practice? [Episode 176]

   Published: 10/31/2022
2. Follow Up Friday - Delegation: When It Works And When It Doesn’t

   Published: 10/28/2022
3. Worlds To Conquer - Client Onboarding: Referrals

   Published: 10/27/2022
4. What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick

   Published: 10/26/2022
5. Delegation: When It Works And When It Doesn’t [Episode 175]

   Published: 10/24/2022
6. Follow Up Friday - Your Client Onboarding Process

   Published: 10/21/2022
7. Worlds To Conquer - Client Onboarding - Creating A Solid Foundation

   Published: 10/20/2022
8. Your Client Onboarding Process [Episode 174]

   Published: 10/17/2022
9. Follow Up Friday - What Do You Do Once The Prospect Says ‘Yes!’?

   Published: 10/14/2022
10. Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide

    Published: 10/13/2022
11. What Works Wednesday - The Top Reasons Why You Should Stay With A Broker-Dealer with Brad Wales

    Published: 10/12/2022
12. What Do You Do Once The Prospect Says ‘Yes!’? [Episode 173]

    Published: 10/10/2022
13. Follow Up Friday - How To Communicate Your Value To Clients

    Published: 10/7/2022
14. Worlds To Conquer - New Client Onboarding - Setting Expectations

    Published: 10/6/2022
15. What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte

    Published: 10/5/2022
16. How To Communicate Your Value To Clients [Episode 172]

    Published: 10/3/2022
17. Follow Up Friday - Helping Team Members Triage Client Requests

    Published: 9/30/2022
18. Worlds To Conquer - The Importance Of A Team

    Published: 9/29/2022
19. What Works Wednesday - Being Intentional With Your Niche And Your Emotions With Don Hilario

    Published: 9/28/2022
20. Helping Team Members Triage Client Requests [Episode 171]

    Published: 9/26/2022