The Perfect RIA

784 Episodes

1. Let’s Talk About Taxes! Part 2 [Episode 24]

   Published: 4/26/2019
2. Let’s Talk About Taxes! [Episode 23]

   Published: 4/12/2019
3. To Fee, or Not to Fee? [Episode 22]

   Published: 3/29/2019
4. Account Minimums as a Metric for Finding Ideal Clients [Episode 21]

   Published: 3/15/2019
5. Tips to Maximize Your Return on Time [Episode 20]

   Published: 3/1/2019
6. Stop Pretending to Work [Episode 19]

   Published: 2/15/2019
7. Talking Points for True Communication with Clients [Episode 18]

   Published: 2/1/2019
8. Coaching Your Clients Off the Ledge [Episode 17]

   Published: 1/18/2019
9. 5 Business Lessons Learned From Disney World [Episode 16]

   Published: 1/4/2019
10. Confessions of a Wholesaler [Episode 15]

    Published: 12/21/2018
11. When, Why, and How to Fire a Client [Episode 14]

    Published: 12/7/2018
12. A Roadmap for a Value-Driven Financial Plan [Episode 13]

    Published: 11/23/2018
13. Realistic Ruminations on Broker-Dealers [Episode 12]

    Published: 11/9/2018
14. Coach Joe Lukacs Revisited [Episode 11]

    Published: 10/26/2018
15. From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]

    Published: 10/12/2018
16. Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]

    Published: 9/28/2018
17. The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]

    Published: 9/14/2018
18. The Art of Prospecting & Time-Blocking [Episode 7]

    Published: 9/3/2018
19. A Primer for Determining Your Fee Schedule [Episode 6]

    Published: 8/17/2018
20. Always Take the High Road [Episode 5]

    Published: 8/10/2018