The Perfect RIA

784 Episodes

1. Mailbag [Episode 44]

   Published: 9/13/2019
2. Effective Delegation - with Gina Cotner [Episode 43]

   Published: 9/6/2019
3. Getting Your TEAM On Board [Episode 42]

   Published: 8/30/2019
4. Massive Value - Fees [Episode 41]

   Published: 8/23/2019
5. Networking: The Good, The Bad, The Ugly [Episode 40]

   Published: 8/16/2019
6. Mailbag [Episode 39]

   Published: 8/9/2019
7. Bad Ideas [Episode 38]

   Published: 8/2/2019
8. Compliance [Episode 37]

   Published: 7/26/2019
9. Mid Quarter Review [Episode 36]

   Published: 7/19/2019
10. Staffing - How to Hire the RIGHT Person [Episode 35]

    Published: 7/12/2019
11. Ground Zero Prospecting [Episode 34]

    Published: 7/5/2019
12. Mailbag [Episode 33]

    Published: 6/28/2019
13. Marketing Mistakes & How to Avoid Them [Episode 32]

    Published: 6/21/2019
14. Staffing [Episode 31]

    Published: 6/14/2019
15. Profitability [Episode 30]

    Published: 6/7/2019
16. How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]

    Published: 5/31/2019
17. How to Provide High-Value Services - with Ed Slott [Episode 28]

    Published: 5/24/2019
18. Stop Lying to Yourself [Episode 27]

    Published: 5/17/2019
19. Appointments Outside of the Surge [Episode 26]

    Published: 5/10/2019
20. Luck of the Draw [Episode 25]

    Published: 5/3/2019