The Perfect RIA

784 Episodes

1. Reading Time with Jarvis - Tools of Titans by Tim Ferriss

   Published: 1/27/2021
2. Tips from the Trenches - Interviewing Attorneys

   Published: 1/20/2021
3. Why Am I Not Getting More Referrals? [Episode 101]

   Published: 1/18/2021
4. Reading Time with Jarvis - Measure What Matters by John Doerr

   Published: 1/13/2021
5. How Much Should I Be Charging? [Episode 100]

   Published: 1/11/2021
6. Tips from the Trenches - Gifting Money to Kids

   Published: 1/6/2021
7. Should I Leave My Broker Dealer This Year? [Episode 99]

   Published: 1/4/2021
8. Reading Time with Jarvis - Simple Wealth, Inevitable Wealth by Nick Murray

   Published: 12/30/2020
9. Tips from the Trenches - Paying Your House off in Retirement

   Published: 12/23/2020
10. Sten Morgan Interview [Episode 98]

    Published: 12/21/2020
11. Reading Time with Jarvis - A Random Walk Down Wall Street by Burton Malkiel

    Published: 12/16/2020
12. Professing Our Love for Kitces [Episode 97]

    Published: 12/14/2020
13. Tips from the Trenches - Pay Raises in Retirement

    Published: 12/9/2020
14. John Lee Dumas Interview [Episode 96]

    Published: 12/7/2020
15. Reading Time with Jarvis - Alchemy: The Dark Art and Curious Science of Creating Magic by Rory Sutherland

    Published: 12/2/2020
16. Tips from the Trenches - What if X Happens When I Retire?

    Published: 11/25/2020
17. Reading Time with Jarvis - Drive by Daniel Pink

    Published: 11/18/2020
18. FPA Presentation [Episode 95]

    Published: 11/16/2020
19. Tips from the Trenches - Convincing Clients They Can Retire

    Published: 11/11/2020
20. How Do I Start a Mastermind Group? [Episode 94]

    Published: 11/9/2020