The Perfect RIA

764 Episodes

1. Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]

   Published: 8/5/2024
2. What Makes a Portfolio Successful and the Rule of Two

   Published: 8/2/2024
3. Why Advisors Lose Clients

   Published: 8/1/2024
4. All Investment Management is Playing Office [Episode 267]

   Published: 7/29/2024
5. Dodging IRA Disasters and Fostering Team Synergy

   Published: 7/26/2024
6. Employees: Following Up or Nagging? Is There a Difference?

   Published: 7/25/2024
7. Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

   Published: 7/22/2024
8. Understanding Annuities and the Characteristics of Successful Leaders

   Published: 7/19/2024
9. How to Achieve Success in 2 Steps

   Published: 7/18/2024
10. The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]

    Published: 7/15/2024
11. Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room

    Published: 7/12/2024
12. You Are Only Cheating Yourself [Episode 264]

    Published: 7/8/2024
13. Why Authenticity Matters and Family Financial Dynamics

    Published: 7/5/2024
14. When You Earn More Than Your Spouse - Navigating Income Disparity

    Published: 7/4/2024
15. The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]

    Published: 7/1/2024
16. Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility

    Published: 6/28/2024
17. Your Vocation Should Pay For Your Avocations

    Published: 6/27/2024
18. The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]

    Published: 6/24/2024
19. Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice

    Published: 6/21/2024
20. Marketing. What Works For Financial Advisors?

    Published: 6/20/2024