The Perfect RIA

784 Episodes

1. Only Fools Get Alerts [Episode 241]

   Published: 1/29/2024
2. Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias

   Published: 1/26/2024
3. Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits

   Published: 1/25/2024
4. Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff

   Published: 1/24/2024
5. Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]

   Published: 1/22/2024
6. Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips

   Published: 1/19/2024
7. BS Business Advice About Building Teams

   Published: 1/18/2024
8. Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison

   Published: 1/17/2024
9. What Does Profitability Really Look Like? [Episode 239]

   Published: 1/15/2024
10. Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids

    Published: 1/12/2024
11. Empowering Futures: Goal-Setting Strategies for Young Adults

    Published: 1/11/2024
12. Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton

    Published: 1/10/2024
13. Prospect Process - Why Prospects Say No [Episode 238]

    Published: 1/8/2024
14. New Year Goals, High Achiever Coaching, and Team Appreciation Languages

    Published: 1/5/2024
15. High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages

    Published: 1/4/2024
16. Coaching High Achievers with Guest Rhonda Farr

    Published: 1/3/2024
17. New Year - New You [Episode 237]

    Published: 1/1/2024
18. Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers

    Published: 12/29/2023
19. Job Offers

    Published: 12/28/2023
20. Becoming An Inclusive Leader with Guest Kameka McLean

    Published: 12/27/2023