The Perfect RIA

784 Episodes

1. Creating Value Adds from the Tax Return

   Published: 5/2/2024
2. Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

   Published: 4/29/2024
3. How Relationships Fuel Growth and The Role of Accountability

   Published: 4/26/2024
4. How Are You Accountable When You Make a Client Mistake?

   Published: 4/25/2024
5. Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]

   Published: 4/22/2024
6. Upgrade Opportunities and Lessons in Criticism

   Published: 4/19/2024
7. How To Take A Hit

   Published: 4/18/2024
8. Upgrade, Graduate, or Just Keep Playing Office [Episode 252]

   Published: 4/15/2024
9. Communicating Through Uncertainty and Filtering Advice

   Published: 4/12/2024
10. You Can’t Say That!

    Published: 4/11/2024
11. Economic Commentary

    Published: 4/8/2024
12. Standout Prospect Meetings and Documentation for the Win

    Published: 4/5/2024
13. Not Documented, Not Done

    Published: 4/4/2024
14. Throwback: Show Me The Beef! [Episode 250]

    Published: 4/1/2024
15. Relationship Building and Preventing Failures with Surge

    Published: 3/29/2024
16. How Surge Fails

    Published: 3/28/2024
17. Client Relationships And Connections With Guest David Gow [Episode 249]

    Published: 3/25/2024
18. Communicating Roth Conversions and The Best Time for Surge

    Published: 3/22/2024
19. The Perfect Surge Dates

    Published: 3/21/2024
20. Throwback: Roth Conversions [Episode 248]

    Published: 3/18/2024