The Perfect RIA

784 Episodes

1. How Did I Lose $50,000 This Month!?! [Episode 153]

   Published: 5/23/2022
2. Follow Up Friday - You Said What In A Client Meeting?!

   Published: 5/20/2022
3. Tips from the Trenches - Getting The Right Clients And The Three P’s - Personable, Profitable, and Productive

   Published: 5/18/2022
4. You Said What In A Client Meeting?! [Episode 152]

   Published: 5/16/2022
5. Follow Up Friday - Why Don’t I Have More Prospects?!?

   Published: 5/13/2022
6. Reading Time with Jarvis - Delivering Massive Value - Managing Client Expectations

   Published: 5/11/2022
7. Why Don’t I Have More Prospects?!? [Episode 151]

   Published: 5/9/2022
8. Follow Up Friday - Show Me The Beef!

   Published: 5/6/2022
9. Tips from the Trenches - Show Up For Surge

   Published: 5/4/2022
10. Show Me The Beef! [Episode 150]

    Published: 5/2/2022
11. Follow Up Friday - How Do I Actually Get Tax Returns From Clients?

    Published: 4/29/2022
12. Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators

    Published: 4/27/2022
13. How Do I Actually Get Tax Returns From Clients? [Ep 149]

    Published: 4/25/2022
14. Follow Up Friday - Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain”

    Published: 4/22/2022
15. Tips from the Trenches - Tales From Tax Season

    Published: 4/20/2022
16. Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain” [Episode 148]

    Published: 4/18/2022
17. Follow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate?

    Published: 4/15/2022
18. Reading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones

    Published: 4/13/2022
19. Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]

    Published: 4/11/2022
20. Follow Up Friday - Tax Planning Mistake #5 - You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA

    Published: 4/8/2022