The Perfect RIA

784 Episodes

1. Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes

   Published: 11/4/2020
2. How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]

   Published: 11/2/2020
3. Tips from the Trenches - Politics

   Published: 10/28/2020
4. Reading Time with Jarvis - The Godfather of Lifestyle Businesses, Tim Ferriss

   Published: 10/21/2020
5. When Clients Don't Transfer Assets [Episode 92]

   Published: 10/19/2020
6. Reading Time with Jarvis - Love and Logic for Advisors

   Published: 10/14/2020
7. Implementing Surge Meetings with Taylor Schulte

   Published: 10/12/2020
8. Tips from the Trenches - Guided Discovery

   Published: 10/7/2020
9. Why Isn't This Working? [Episode 91]

   Published: 10/5/2020
10. Reading Time with Jarvis - Lessons from Jocko

    Published: 9/23/2020
11. When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]

    Published: 9/21/2020
12. Tips from the Trenches - Work Life Balance

    Published: 9/16/2020
13. Am I Charging Too Much?!? [Episode 89]

    Published: 9/14/2020
14. Reading Time with Jarvis - Nick Murray, The Godfather of Financial Planning

    Published: 9/9/2020
15. How Do I Fire A Client? [Episode 88]

    Published: 9/7/2020
16. Tips from the Trenches - PPP

    Published: 8/19/2020
17. What Are My Prospects Thinking About… [Episode 87]

    Published: 8/17/2020
18. Tips from the Trenches - Making Assumptions

    Published: 8/12/2020
19. Am I A Good Enough Advisor? [Episode 86]

    Published: 8/10/2020
20. I Screwed Up. Now What? [Episode 85]

    Published: 8/3/2020