The Perfect RIA

784 Episodes

1. Follow Up Friday - Client Segmentation

   Published: 2/18/2022
2. Reading Time with Jarvis - Delivering Massive Value - Raising Your Fees Is Still Within Reach

   Published: 2/16/2022
3. Client Segmentation [Episode 139]

   Published: 2/14/2022
4. Follow Up Friday - You Drank a Soda in a Client Meeting?!?

   Published: 2/11/2022
5. Tips from the Trenches - Having Your Team Run Meetings

   Published: 2/9/2022
6. You Drank a Soda in a Client Meeting?!? [Episode 138]

   Published: 2/7/2022
7. Reading Time with Jarvis - Delivering Massive Value - Trash The Head Trash

   Published: 2/2/2022
8. Tips from the Trenches - Value Adds On A Security Breach

   Published: 1/26/2022
9. Follow Up Friday - Asking Questions That Matter For Estate Planning

   Published: 1/21/2022
10. Reading Time with Jarvis - Delivering Massive Value - Tips For Prospecting Success

    Published: 1/19/2022
11. Asking Questions That Matter For Estate Planning [Episode 137]

    Published: 1/17/2022
12. Follow Up Friday - The Godfather: Michael Kitces

    Published: 1/14/2022
13. Tips from the Trenches - Facial Expressions

    Published: 1/12/2022
14. The Godfather: Michael Kitces [Episode 136]

    Published: 1/10/2022
15. Follow Up Friday - It Took Me XX Hours And Is Therefore Worth $$

    Published: 1/7/2022
16. Reading Time with Jarvis - Delivering Massive Value - Six Steps To Onboard The Perfect Client

    Published: 1/5/2022
17. It Took Me XX Hours And Is Therefore Worth $$ [Episode 135]

    Published: 1/3/2022
18. Tips from the Trenches - Getting Rona During Surge

    Published: 12/29/2021
19. Follow Up Friday - But I'm At Capacity

    Published: 12/24/2021
20. Reading Time with Jarvis - Delivering Massive Value - Prospect Process Mishap: Too Much or Too Little

    Published: 12/22/2021