The Perfect RIA

784 Episodes

1. Follow Up Friday - A Tale Of Two Surges - Matthew and Micah's Surge Comparison

   Published: 8/19/2022
2. Worlds To Conquer - Managing Value Adds In Surge

   Published: 8/18/2022
3. What Works Wednesday With Guest Rich Chen

   Published: 8/17/2022
4. A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]

   Published: 8/15/2022
5. Follow Up Friday - Surge Meeting Mistakes

   Published: 8/12/2022
6. Worlds To Conquer - Calendaring Surge

   Published: 8/11/2022
7. What Works Wednesday with Guests Steven Jarvis and Leila Shaver

   Published: 8/10/2022
8. Surge Meeting Mistakes [Episode 164]

   Published: 8/8/2022
9. Follow Up Friday - Estate Planning and Fall Surge

   Published: 8/5/2022
10. What Works Wednesday with Guest Alan Moore

    Published: 8/3/2022
11. Estate Planning and Fall Surge [Episode 163]

    Published: 8/1/2022
12. Follow Up Friday - What Does Family First Mean To You?

    Published: 7/29/2022
13. What Works Wednesday with Guest Joe Curry

    Published: 7/27/2022
14. What Does Family First Mean To You? [Episode 162]

    Published: 7/25/2022
15. Follow Up Friday - EVERYONE Charges A Premium Fee

    Published: 7/22/2022
16. What Works Wednesday with Guest Michael Henley

    Published: 7/20/2022
17. EVERYONE Charges A Premium Fee [Episode 161]

    Published: 7/18/2022
18. Follow Up Friday - Kitces Office Hours Teaser

    Published: 7/15/2022
19. What Works Wednesday with Guest Benjamin Brandt

    Published: 7/13/2022
20. Kitces Office Hours Teaser [Episode 160]

    Published: 7/11/2022