The Perfect RIA

764 Episodes

1. Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]

   Published: 6/17/2024
2. Maximizing Valuations and Smart Business Planning

   Published: 6/14/2024
3. How Your LLC Fails

   Published: 6/13/2024
4. Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]

   Published: 6/10/2024
5. Overcoming Head Trash and Building Lucrative CPA Relationships

   Published: 6/7/2024
6. Encore Episode: Dealing with Head Trash

   Published: 6/6/2024
7. Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259]

   Published: 6/3/2024
8. It’s All About That Prospect: Being Intentional and Gathering Information

   Published: 5/31/2024
9. Encore Episode: New Client Onboarding - What Information New Prospects and Clients Provide

   Published: 5/30/2024
10. What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]

    Published: 5/27/2024
11. Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes

    Published: 5/24/2024
12. Encore Episode: Client Onboarding - Creating A Solid Foundation

    Published: 5/23/2024
13. Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]

    Published: 5/20/2024
14. Enhancing Client Communication and Interactions

    Published: 5/17/2024
15. The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

    Published: 5/16/2024
16. Bad Ways to Answer Clients [Episode 256]

    Published: 5/13/2024
17. Crafting Your Investments and Marketing Communication

    Published: 5/10/2024
18. When Marketing Works

    Published: 5/9/2024
19. How Investments Work With Your Clients [Episode 255]

    Published: 5/6/2024
20. Strategic Client Onboarding and Enhancing Tax-Related Value

    Published: 5/3/2024