The Perfect RIA

784 Episodes

1. Tips from the Trenches - Your Team As Teachers

   Published: 4/6/2022
2. Tax Planning Mistake #5 - You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA [Episode 146]

   Published: 4/4/2022
3. Follow Up Friday - Guest Star Reese Harper

   Published: 4/1/2022
4. Reading Time with Jarvis - Delivering Massive Value - Why The One-Page Financial Plan?

   Published: 3/30/2022
5. Guest Star Reese Harper [Episode 145]

   Published: 3/28/2022
6. Follow Up Friday - But I Don't Have Time For That

   Published: 3/25/2022
7. Tips from the Trenches - Value Adds in Surge

   Published: 3/23/2022
8. But I Don't Have Time For That [Episode 144]

   Published: 3/21/2022
9. Follow Up Friday - Can I Get A Discount?

   Published: 3/18/2022
10. Reading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter

    Published: 3/16/2022
11. Can I Get A Discount? [Episode 143]

    Published: 3/14/2022
12. Follow Up Friday - Giving Out My Cell Phone Is How I Add Value

    Published: 3/11/2022
13. Tips from the Trenches - Tax Projections and Medicare IRMAA

    Published: 3/9/2022
14. Giving Out My Cell Phone Is How I Add Value [Episode 142]

    Published: 3/7/2022
15. Follow Up Friday - THE Floyd Shilanski

    Published: 3/4/2022
16. Reading Time with Jarvis - Delivering Massive Value - Empower Your People: Cultivating a Team of Rockstars

    Published: 3/2/2022
17. THE Floyd Shilanski [Episode 141]

    Published: 2/28/2022
18. Follow Up Friday - What Is The Perfect RIA?

    Published: 2/25/2022
19. Tips from the Trenches - Post Surge Meetings

    Published: 2/23/2022
20. What Is The Perfect RIA? [Episode 140]

    Published: 2/21/2022