The Perfect RIA

764 Episodes

1. Balancing Acts: From Bookkeeping Basics to Professional Growth

   Published: 9/20/2024
2. I Have No Time

   Published: 9/19/2024
3. Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]

   Published: 9/16/2024
4. From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition

   Published: 9/13/2024
5. Fire Them Already!

   Published: 9/12/2024
6. Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273]

   Published: 9/9/2024
7. The Value Equation: Enhancing Client Experiences and Advisor Self-Worth

   Published: 9/6/2024
8. Mindset Mastery: Overcoming Barriers to Charging Premium Fees

   Published: 9/5/2024
9. Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]

   Published: 9/2/2024
10. Your True North and Building a Legacy Practice

    Published: 8/30/2024
11. Building an Enterprise Office

    Published: 8/29/2024
12. True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]

    Published: 8/26/2024
13. The Power of Personal Growth,Value Adds and Freedom in Your Practice

    Published: 8/23/2024
14. Will I Ever Experience Freedom as a Business Owner?

    Published: 8/22/2024
15. The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]

    Published: 8/19/2024
16. From Invisible to Invaluable: Your Marketing Efforts and Growth Strategies

    Published: 8/16/2024
17. How to Grow Your Practice

    Published: 8/15/2024
18. Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269]

    Published: 8/12/2024
19. Seamlessly Integrating Estate Planning and Building Client Trust

    Published: 8/9/2024
20. The Power of Authority - Why We Follow Experts

    Published: 8/8/2024