The Perfect RIA
By Matthew Jarvis & Micah Shilanski, Finance Rockstars
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Episodes: 663
Description
The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.
| Episode | Date |
|---|---|
|
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
|
Apr 29, 2024 |
|
How Relationships Fuel Growth and The Role of Accountability
|
Apr 26, 2024 |
|
How Are You Accountable When You Make a Client Mistake?
|
Apr 25, 2024 |
|
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
|
Apr 22, 2024 |
|
Upgrade Opportunities and Lessons in Criticism
|
Apr 19, 2024 |
|
How To Take A Hit
|
Apr 18, 2024 |
|
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
|
Apr 15, 2024 |
|
Communicating Through Uncertainty and Filtering Advice
|
Apr 12, 2024 |
|
You Can’t Say That!
|
Apr 11, 2024 |
|
Economic Commentary
|
Apr 08, 2024 |
|
Standout Prospect Meetings and Documentation for the Win
|
Apr 05, 2024 |
|
Not Documented, Not Done
|
Apr 04, 2024 |
|
Throwback: Show Me The Beef! [Episode 250]
|
Apr 01, 2024 |
|
Relationship Building and Preventing Failures with Surge
|
Mar 29, 2024 |
|
How Surge Fails
|
Mar 28, 2024 |
|
Client Relationships And Connections With Guest David Gow [Episode 249]
|
Mar 25, 2024 |
|
Communicating Roth Conversions and The Best Time for Surge
|
Mar 22, 2024 |
|
The Perfect Surge Dates
|
Mar 21, 2024 |
|
Throwback: Roth Conversions [Episode 248]
|
Mar 18, 2024 |
|
Genuine Communication and Prospecting Pitfalls
|
Mar 15, 2024 |
|
When Prospecting Goes Wrong
|
Mar 14, 2024 |
|
Communication, Not Sales [Episode 247]
|
Mar 11, 2024 |
|
Talent Acquisition and Profitable Prospect Meetings
|
Mar 08, 2024 |
|
Charging For Prospect Meetings
|
Mar 07, 2024 |
|
Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
|
Mar 04, 2024 |
|
Prospecting and Pregame Strategies
|
Mar 01, 2024 |
|
Prospecting That Works for Advisors
|
Feb 29, 2024 |
|
Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
|
Feb 26, 2024 |
|
Masterminds and Navigating Nepotism in the Workplace
|
Feb 23, 2024 |
|
Should I Let My Kids Work For Me?
|
Feb 22, 2024 |
|
The Power of Masterminds with Guest Aaron Walker [Episode 244]
|
Feb 19, 2024 |
|
Crisis Preparedness and Disaster Recovery
|
Feb 16, 2024 |
|
Sinking Ships
|
Feb 15, 2024 |
|
No One Will Fix It For You [Episode 243]
|
Feb 12, 2024 |
|
Navigating the Prospect Process and Employee Compensation Conversations
|
Feb 09, 2024 |
|
How To Negotiate Your Pay
|
Feb 08, 2024 |
|
Creating a Prospect Process that Works with Guest John Barron [Episode 242]
|
Feb 05, 2024 |
|
Destructive Alerts and The Art of Employee Firings
|
Feb 02, 2024 |
|
How to Fire Someone
|
Feb 01, 2024 |
|
Only Fools Get Alerts [Episode 241]
|
Jan 29, 2024 |
|
Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias
|
Jan 26, 2024 |
|
Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits
|
Jan 25, 2024 |
|
Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff
|
Jan 24, 2024 |
|
Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]
|
Jan 22, 2024 |
|
Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
|
Jan 19, 2024 |
|
BS Business Advice About Building Teams
|
Jan 18, 2024 |
|
Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison
|
Jan 17, 2024 |
|
What Does Profitability Really Look Like? [Episode 239]
|
Jan 15, 2024 |
|
Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids
|
Jan 12, 2024 |
|
Empowering Futures: Goal-Setting Strategies for Young Adults
|
Jan 11, 2024 |
|
Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
|
Jan 10, 2024 |
|
Prospect Process - Why Prospects Say No [Episode 238]
|
Jan 08, 2024 |
|
New Year Goals, High Achiever Coaching, and Team Appreciation Languages
|
Jan 05, 2024 |
|
High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages
|
Jan 04, 2024 |
|
Coaching High Achievers with Guest Rhonda Farr
|
Jan 03, 2024 |
|
New Year - New You [Episode 237]
|
Jan 01, 2024 |
|
Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers
|
Dec 29, 2023 |
|
Job Offers
|
Dec 28, 2023 |
|
Becoming An Inclusive Leader with Guest Kameka McLean
|
Dec 27, 2023 |
|
The Twelve Days of TPR Christmas [Episode 236]
|
Dec 25, 2023 |
|
Mastering Client Communication, Growth Strategies, and Team Resilience
|
Dec 22, 2023 |
|
Burnout Is For Wimps
|
Dec 21, 2023 |
|
Wholesaler Who Saw The Light With Guest Anthony Zanetti
|
Dec 20, 2023 |
|
Do NOT Say That To A Client [Episode 235]
|
Dec 18, 2023 |
|
Impactful Meetings, Wholesaler Perspectives, and Client Retention
|
Dec 15, 2023 |
|
Are You Sticky?
|
Dec 14, 2023 |
|
Confessions Of A Wholesaler with Guest Greg Goin
|
Dec 13, 2023 |
|
Two Most Important Parts of a Surge Meeting [Episode 234]
|
Dec 11, 2023 |
|
Value Delivery, Transformative Coaching, and Navigating Legal Challenges
|
Dec 08, 2023 |
|
Stupid Games = Stupid Prizes
|
Dec 07, 2023 |
|
The Power of Coaching With Guest Scott Rusnak
|
Dec 06, 2023 |
|
Value Sledgehammer or Volume Sucker Punch? [Episode 233]
|
Dec 04, 2023 |
|
Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth
|
Dec 01, 2023 |
|
Acts Of Service
|
Nov 30, 2023 |
|
The Complexity Curve with Guest Paul Saganey
|
Nov 29, 2023 |
|
Throwback: Asking Questions That Matter For Estate Planning
|
Nov 27, 2023 |
|
Mastering Communication, Delegation Secrets, and Personal Growth
|
Nov 24, 2023 |
|
Showin' Up For A Fight
|
Nov 23, 2023 |
|
Delegating for Success with Guest Karen Stewart
|
Nov 22, 2023 |
|
How To Get More At-Bats [Episode 231]
|
Nov 20, 2023 |
|
Transparency, Energy Awareness, and Practicing Value Adds
|
Nov 17, 2023 |
|
Trust But Verify
|
Nov 16, 2023 |
|
Event Planning and Energy Mastery with Guest Kat Eletskikh
|
Nov 15, 2023 |
|
So Is This What You Do In YOUR Practice? [Episode 230]
|
Nov 13, 2023 |
|
Mastering Time, Evolving Beliefs, and Conference Connections
|
Nov 10, 2023 |
|
Jiving With Jennifer
|
Nov 09, 2023 |
|
The Power Of Beliefs With Guest Wayne Firebaugh
|
Nov 08, 2023 |
|
Mastering Time with Guest Michael Kitces [Episode 229]
|
Nov 06, 2023 |
|
Prospect Objections, Consistency, and Effective Marketing
|
Nov 03, 2023 |
|
It Takes 6 Months Bruh
|
Nov 02, 2023 |
|
Harnessing Consistency for Success with Guest Evan Mayer
|
Nov 01, 2023 |
|
What Are Prospects ACTUALLY Saying [Episode 228]
|
Oct 30, 2023 |
|
Business Planning, Effective Communication, and The Human Element
|
Oct 27, 2023 |
|
Talking Sugar Honey Ice Tea
|
Oct 26, 2023 |
|
Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin
|
Oct 25, 2023 |
|
Location, Location, Location [Episode 227]
|
Oct 23, 2023 |
|
Extreme Accountability, Leadership, and Client Relations
|
Oct 20, 2023 |
|
You’re Pi$$ing Me Off - Part 2
|
Oct 19, 2023 |
|
Navigating Leadership Waters with Guest Carlos Mendez
|
Oct 18, 2023 |
|
Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226]
|
Oct 16, 2023 |
|
Quantifying Success, Recruitment, and Effective Leadership
|
Oct 13, 2023 |
|
You’re Pi$$ing Me Off - Part 1
|
Oct 12, 2023 |
|
Recruitment Strategies and Talent Retention with Guest Yosef Colish
|
Oct 11, 2023 |
|
Measure What Really Matters? [Episode 225]
|
Oct 09, 2023 |
|
Exceptions, Mindset, and Owning Who You Are
|
Oct 06, 2023 |
|
Own It Already!
|
Oct 05, 2023 |
|
Raising Your Gaze and Being Coachable with Guest Nic Yeomans
|
Oct 04, 2023 |
|
A Disturbance In The Force… [Episode 224]
|
Oct 02, 2023 |
|
The Real Deal on Investments, Bookkeeping, and Succession Planning
|
Sep 29, 2023 |
|
Succe$$ion
|
Sep 28, 2023 |
|
Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld
|
Sep 27, 2023 |
|
My Investments Are Bigger Than Yours [Episode 223]
|
Sep 25, 2023 |
|
Decoding Delegation, Client Themes, and Hiring Wisdom
|
Sep 22, 2023 |
|
You Promised What?!
|
Sep 21, 2023 |
|
The Power of Working in Themes with Guest Libby Greiwe
|
Sep 20, 2023 |
|
Common Assistant (Team) Myths [Episode 222]
|
Sep 18, 2023 |
|
Surge Success, Epic Adventures, And Humility
|
Sep 15, 2023 |
|
Curious ?'s
|
Sep 14, 2023 |
|
Journey Beyond The Doorstep Mile With Guest Charlie Walker
|
Sep 13, 2023 |
|
Wait? Surge Again? Hell Yeah! [Episode 221]
|
Sep 11, 2023 |
|
Decoding Value, Compliance Insights, and Leadership Guidance
|
Sep 08, 2023 |
|
You May Be The Problem
|
Sep 07, 2023 |
|
Sunlight Is The Best Disinfectant - Compliance Talk with Guest Chris Stanley
|
Sep 06, 2023 |
|
STOP Delivering Value! [Episode 220]
|
Sep 04, 2023 |
|
Tax Projections, Crushing the Noise, and Mastering Client Onboarding
|
Sep 01, 2023 |
|
Dude, You Started It!
|
Aug 31, 2023 |
|
Cutting Through the Noise With Guest Matt Halloran
|
Aug 30, 2023 |
|
You Can’t Do A Tax Projection Without Software…Or Can You? [Episode 219]
|
Aug 28, 2023 |
|
Prospecting, Overcoming Fears, and Sharing Your Voice
|
Aug 25, 2023 |
|
Stop Being A Failure
|
Aug 24, 2023 |
|
Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor
|
Aug 23, 2023 |
|
You Thought It Would Be Easy…[Episode 218]
|
Aug 21, 2023 |
|
DIYers, Navigating Challenges and Delivering Value in Client Interactions
|
Aug 18, 2023 |
|
Fricken DIY’ers
|
Aug 17, 2023 |
|
Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima
|
Aug 16, 2023 |
|
Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]
|
Aug 14, 2023 |
|
Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!
|
Aug 11, 2023 |
|
No One Wants To Talk To You
|
Aug 10, 2023 |
|
Unleashing the Power of Virtual Assistants with Guest Karen Stewart
|
Aug 09, 2023 |
|
Conquer or Crumble: How's Your Prospecting Going? [Episode 216]
|
Aug 07, 2023 |
|
Small Details, Custodians, and What To Say
|
Aug 04, 2023 |
|
Say This
|
Aug 03, 2023 |
|
Disrupting Giants With Guest Jason Wenk
|
Aug 02, 2023 |
|
It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]
|
Jul 31, 2023 |
|
Rockstar Teams, Trainings, and Career Enterprise Value
|
Jul 28, 2023 |
|
My Team S*&!S
|
Jul 27, 2023 |
|
Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond
|
Jul 26, 2023 |
|
How To Train Your Team [Episode 214]
|
Jul 24, 2023 |
|
Success Strategies, Client Value, and Niche Mastery
|
Jul 21, 2023 |
|
Niche Slapping Time
|
Jul 20, 2023 |
|
Unlocking Advisor Success & Adding Six Figures With Guest Sten Morgan
|
Jul 19, 2023 |
|
Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]
|
Jul 17, 2023 |
|
10Xing, Technology, and Toxic Charity
|
Jul 14, 2023 |
|
Charity Is Toxic?
|
Jul 13, 2023 |
|
Leveraging Technology With Guest Ben Goss
|
Jul 12, 2023 |
|
Trying To 10X? Just Do The Work! [Episode 212]
|
Jul 10, 2023 |
|
Laziness, Continuous Practice, and Keeping Your Routines
|
Jul 07, 2023 |
|
God Didn’t Make Tables!
|
Jul 06, 2023 |
|
Improving Through Mentorship And Practice With Brady Bassford
|
Jul 05, 2023 |
|
Stop Being Lazy [Episode 211]
|
Jul 03, 2023 |
|
Too Many Clients, Core Values, and Bad Leaders
|
Jun 30, 2023 |
|
Leaders You Shouldn't Follow
|
Jun 29, 2023 |
|
Core Values With Guest Ross Welte
|
Jun 28, 2023 |
|
Why Are 50 Clients Too Many? [Episode 210]
|
Jun 26, 2023 |
|
Creating Content, Simplifying Taxes, and Why Words Matter
|
Jun 23, 2023 |
|
Words Matter
|
Jun 22, 2023 |
|
Making Taxes Easy with Guest Steven Jarvis
|
Jun 21, 2023 |
|
Creating Valuable Content [Episode 209]
|
Jun 19, 2023 |
|
Financial Undressing, Team Building, and Taking Criticism
|
Jun 16, 2023 |
|
Taking Criticism
|
Jun 15, 2023 |
|
Team Building For Financial Advisors With Guest Christine Timms
|
Jun 14, 2023 |
|
Why Financial Undressing Matters [Episode 208]
|
Jun 12, 2023 |
|
Stacking The Odds, Writing Legacy Letters, and Continuous Team Training
|
Jun 09, 2023 |
|
You Didn’t Hire Idiots
|
Jun 08, 2023 |
|
The Value Of Writing A Legacy Letter With Guest Blake Brewer
|
Jun 07, 2023 |
|
Stacking The Odds In Your Favor [Episode 207]
|
Jun 05, 2023 |
|
Prospect Process, Forcing Mechanisms, and Unlimited Access
|
Jun 02, 2023 |
|
How You Can Offer Unlimited Access
|
Jun 01, 2023 |
|
Unique Forcing Mechanisms with Guest Dave Zaegel
|
May 31, 2023 |
|
Just Cause Your Breath Stinks, Don’t Change The Process [Episode 206]
|
May 29, 2023 |
|
Walls, Right Fits, And What Will Get You Fired
|
May 26, 2023 |
|
What Gets You Fired
|
May 25, 2023 |
|
The Right Value And The Right Clients with Guest Jason Speciner
|
May 24, 2023 |
|
Wall, What Wall? [Episode 205]
|
May 22, 2023 |
|
Surge Abandonment, Content Marketing and Amateur Hour
|
May 19, 2023 |
|
Amateur Hour
|
May 18, 2023 |
|
Content Marketing With Guest Dave Zoller
|
May 17, 2023 |
|
Did Surge Abandon You? [Episode 204]
|
May 15, 2023 |
|
Follow Up Friday - The Office Will Burn Down If You Go On Vacation
|
May 12, 2023 |
|
Worlds to Conquer - When #$@# Goes Wrong
|
May 11, 2023 |
|
What Works Wednesday - The Seller’s Journey With Guest Denise Logan
|
May 10, 2023 |
|
The Office Will Burn Down If You Go On Vacation [Episode 203]
|
May 08, 2023 |
|
Follow Up Friday - Do You Even Have Credibility?
|
May 05, 2023 |
|
Worlds To Conquer - Chasing Money VS. Delivering Massive Value
|
May 04, 2023 |
|
What Works Wednesday - Working Past Limitations With Guest David Edmisten
|
May 03, 2023 |
|
Do You Even Have Credibility? [Episode 202]
|
May 01, 2023 |
|
Follow Up Friday - Why Aren’t You Delegating To A Virtual Assistant?
|
Apr 28, 2023 |
|
Worlds to Conquer - Client Events and Executive Assistants
|
Apr 27, 2023 |
|
What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino
|
Apr 26, 2023 |
|
Why Aren’t You Delegating To A Virtual Assistant? [Episode 201]
|
Apr 24, 2023 |
|
Follow Up Friday - F*ing WORK!
|
Apr 21, 2023 |
|
Worlds to Conquer - Executive Assistants And Email Delegation
|
Apr 20, 2023 |
|
What Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis
|
Apr 19, 2023 |
|
F*ing WORK! [Episode 200]
|
Apr 17, 2023 |
|
Follow Up Friday - Delegation 101
|
Apr 14, 2023 |
|
Worlds to Conquer - Do You Need An Executive Or Virtual Assistant?
|
Apr 13, 2023 |
|
What Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein
|
Apr 12, 2023 |
|
Delegation 101 [Episode 199]
|
Apr 10, 2023 |
|
Follow Up Friday - What To Do When You're Out Of The Office
|
Apr 07, 2023 |
|
Worlds to Conquer - 10X Your Practice - A Financial Advisor’s Perfect Week
|
Apr 06, 2023 |
|
What Works Wednesday - Education Planning With Guest Fred Amrein
|
Apr 05, 2023 |
|
What To Do When You're Out Of The Office [Episode 198]
|
Apr 03, 2023 |
|
Follow Up Friday - 10X Your Practice By Going Old School
|
Mar 31, 2023 |
|
Worlds To Conquer - What Is BackStage Pass?
|
Mar 30, 2023 |
|
What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat
|
Mar 29, 2023 |
|
10X Your Practice By Going Old School [Episode 197]
|
Mar 27, 2023 |
|
Follow Up Friday - Moving The Needle
|
Mar 24, 2023 |
|
Worlds to Conquer - Stop Being A Slacker
|
Mar 23, 2023 |
|
What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA
|
Mar 22, 2023 |
|
Moving The Needle [Episode 196]
|
Mar 20, 2023 |
|
Follow Up Friday - 10X Your Practice
|
Mar 17, 2023 |
|
Worlds to Conquer - Change Happens When Four Things Occur In Your Life
|
Mar 16, 2023 |
|
What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet
|
Mar 15, 2023 |
|
10X Your Practice [Episode 195]
|
Mar 13, 2023 |
|
Follow Up Friday - Lifestyle Is Worth Less Than Wirehouse
|
Mar 10, 2023 |
|
Worlds to Conquer - Are You Ready To 10X Your Practice?
|
Mar 09, 2023 |
|
What Works Wednesday - Finding Fulfillment With Coach Brett Baughman
|
Mar 08, 2023 |
|
Lifestyle Is Worth Less Than Wirehouse [Episode 194]
|
Mar 06, 2023 |
|
Follow Up Friday - What Is Too Much Value?
|
Mar 03, 2023 |
|
Worlds to Conquer - Your Surge Questions Answered
|
Mar 02, 2023 |
|
What Works Wednesday - Client Events With Chad Hufford
|
Mar 01, 2023 |
|
What Is Too Much Value? [Episode 193]
|
Feb 27, 2023 |
|
Follow Up Friday - We Don’t Need Surge, We Need Prospects
|
Feb 24, 2023 |
|
Worlds to Conquer - A Detailed Look At Surge
|
Feb 23, 2023 |
|
What Works Wednesday - Creating A Surge Process That Works For You With John Mason
|
Feb 22, 2023 |
|
We Don’t Need Surge, We Need Prospects [Episode 192]
|
Feb 20, 2023 |
|
Follow Up Friday - Your Q1 Surge Plan
|
Feb 17, 2023 |
|
Worlds to Conquer - Surge And Questions For Your Team
|
Feb 16, 2023 |
|
What Works Wednesday - The Advisor Path With Ben VerWys
|
Feb 15, 2023 |
|
Your Q1 Surge Plan [Episode 191]
|
Feb 13, 2023 |
|
Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks
|
Feb 10, 2023 |
|
Worlds to Conquer - Surge: Schedules and Teams
|
Feb 09, 2023 |
|
What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris
|
Feb 08, 2023 |
|
Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]
|
Feb 06, 2023 |
|
Follow Up Friday - What If You HAD To Double Your Productivity?!?
|
Feb 03, 2023 |
|
Worlds to Conquer - Defining Value With Your Team
|
Feb 02, 2023 |
|
What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman
|
Feb 01, 2023 |
|
What If You HAD To Double Your Productivity?!? [Episode 189]
|
Jan 30, 2023 |
|
Follow Up Friday - The Goal Of The Perfect RIA
|
Jan 27, 2023 |
|
Worlds to Conquer - Getting Uncomfortable With Your Goals
|
Jan 26, 2023 |
|
What Works Wednesday - Deal Structures and Trends In The M&A Market
|
Jan 25, 2023 |
|
The Goal Of The Perfect RIA [Episode 188]
|
Jan 23, 2023 |
|
Follow Up Friday - Why Is Playing Office Such An Evil?!?
|
Jan 20, 2023 |
|
Worlds to Conquer - Goals And Productivity
|
Jan 19, 2023 |
|
What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau
|
Jan 18, 2023 |
|
Why Is Playing Office Such An Evil?!? [Episode 187]
|
Jan 16, 2023 |
|
Follow Up Friday - Tax Planning In 2023
|
Jan 13, 2023 |
|
Worlds to Conquer - Goal Setting: Email And Chat
|
Jan 12, 2023 |
|
What Works Wednesday - Creating Systems and Processes With Cameo Roberson
|
Jan 11, 2023 |
|
Tax Planning In 2023 [Episode 186]
|
Jan 09, 2023 |
|
Follow Up Friday - You Are Playing Office, Here’s How To Tell
|
Jan 06, 2023 |
|
Worlds to Conquer - Goal Setting
|
Jan 05, 2023 |
|
What Works Wednesday - Focusing On Positivity With Rich Chen
|
Jan 04, 2023 |
|
You Are Playing Office, Here’s How To Tell [Episode 185]
|
Jan 02, 2023 |
|
Follow Up Friday - Was 2022 Your Best Year Ever?
|
Dec 30, 2022 |
|
Worlds to Conquer - Family Offices Q&A
|
Dec 29, 2022 |
|
What Works Wednesday - Leading Advisors With Dustin Corrente
|
Dec 28, 2022 |
|
Was 2022 Your Best Year Ever? [Episode 184]
|
Dec 26, 2022 |
|
Follow Up Friday - Surge - What If It Works?
|
Dec 23, 2022 |
|
Worlds to Conquer - Growing Up In A Family Office With Lane Wild
|
Dec 22, 2022 |
|
What Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace
|
Dec 21, 2022 |
|
Surge - What If It Works? [Episode 183]
|
Dec 19, 2022 |
|
Follow Up Friday - Why Are Value Adds Amazing?!
|
Dec 16, 2022 |
|
Worlds to Conquer - Family Offices: An Interview With Floyd Shilanski
|
Dec 15, 2022 |
|
What Works Wednesday - Small Business Planning With Steven Jarvis, CPA
|
Dec 14, 2022 |
|
Why Are Value Adds Amazing?! [Episode 182]
|
Dec 12, 2022 |
|
Follow Up Friday - Value Adds: Buckets and Guardrails
|
Dec 09, 2022 |
|
Worlds to Conquer - Family Offices
|
Dec 08, 2022 |
|
What Works Wednesday - Creating Habits With Lindsay Picone
|
Dec 07, 2022 |
|
Value Adds: Buckets and Guardrails [Episode 181]
|
Dec 05, 2022 |
|
Follow Up Friday - When Value Adds Go Wrong
|
Dec 02, 2022 |
|
Worlds to Conquer - Training Your Team
|
Dec 01, 2022 |
|
What Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew Daugherty
|
Nov 30, 2022 |
|
When Value Adds Go Wrong [Episode 180]
|
Nov 28, 2022 |
|
Follow Up Friday - The Retirement Income Timeline
|
Nov 25, 2022 |
|
Worlds to Conquer - Helping Team Members Set Priorities
|
Nov 24, 2022 |
|
What Works Wednesday - Working With International Clients With Ashley Murphy
|
Nov 23, 2022 |
|
The Retirement Income Timeline [Episode 179]
|
Nov 21, 2022 |
|
Follow Up Friday - TPR Live Event Recap
|
Nov 18, 2022 |
|
Worlds to Conquer - Career Pathways
|
Nov 17, 2022 |
|
What Works Wednesday - Financial Literacy with Daniele Beasley
|
Nov 16, 2022 |
|
TPR Live Event Recap [Episode 178]
|
Nov 14, 2022 |
|
Follow Up Friday - Why Don't You Graduate Clients?
|
Nov 11, 2022 |
|
Worlds To Conquer - Who Are Your Prospects?
|
Nov 10, 2022 |
|
What Works Wednesday - Planning For Aging Clients With Lisa Mayfield
|
Nov 09, 2022 |
|
Why Don’t You Graduate Clients? [Episode 177]
|
Nov 07, 2022 |
|
Follow Up Friday - What Is A Lifestyle Practice?
|
Nov 04, 2022 |
|
Worlds To Conquer - Dealing With Head Trash
|
Nov 03, 2022 |
|
What Works Wednesday - Business Planning with Scott Rusnak
|
Nov 02, 2022 |
|
What Is A Lifestyle Practice? [Episode 176]
|
Oct 31, 2022 |
|
Follow Up Friday - Delegation: When It Works And When It Doesn’t
|
Oct 28, 2022 |
|
Worlds To Conquer - Client Onboarding: Referrals
|
Oct 27, 2022 |
|
What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick
|
Oct 26, 2022 |
|
Delegation: When It Works And When It Doesn’t [Episode 175]
|
Oct 24, 2022 |
|
Follow Up Friday - Your Client Onboarding Process
|
Oct 21, 2022 |
|
Worlds To Conquer - Client Onboarding - Creating A Solid Foundation
|
Oct 20, 2022 |
|
Your Client Onboarding Process [Episode 174]
|
Oct 17, 2022 |
|
Follow Up Friday - What Do You Do Once The Prospect Says ‘Yes!’?
|
Oct 14, 2022 |
|
Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide
|
Oct 13, 2022 |
|
What Works Wednesday - The Top Reasons Why You Should Stay With A Broker-Dealer with Brad Wales
|
Oct 12, 2022 |
|
What Do You Do Once The Prospect Says ‘Yes!’? [Episode 173]
|
Oct 10, 2022 |
|
Follow Up Friday - How To Communicate Your Value To Clients
|
Oct 07, 2022 |
|
Worlds To Conquer - New Client Onboarding - Setting Expectations
|
Oct 06, 2022 |
|
What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte
|
Oct 05, 2022 |
|
How To Communicate Your Value To Clients [Episode 172]
|
Oct 03, 2022 |
|
Follow Up Friday - Helping Team Members Triage Client Requests
|
Sep 30, 2022 |
|
Worlds To Conquer - The Importance Of A Team
|
Sep 29, 2022 |
|
What Works Wednesday - Being Intentional With Your Niche And Your Emotions With Don Hilario
|
Sep 28, 2022 |
|
Helping Team Members Triage Client Requests [Episode 171]
|
Sep 26, 2022 |
|
Follow Up Friday - Do I Need To Fire My Team?
|
Sep 23, 2022 |
|
Worlds To Conquer - How To Fire An Employee
|
Sep 22, 2022 |
|
What Works Wednesday With Josh Raab
|
Sep 21, 2022 |
|
Should I Fire My Team? [Episode 170]
|
Sep 19, 2022 |
|
Follow Up Friday - Working With Family
|
Sep 16, 2022 |
|
Worlds To Conquer - Should I Hire A Family Member?
|
Sep 15, 2022 |
|
What Works Wednesday With Louis Diamond
|
Sep 14, 2022 |
|
Working With Family [Episode 169]
|
Sep 12, 2022 |
|
Follow Up Friday - Running An Effective Team When You're Out Of The Office
|
Sep 09, 2022 |
|
Worlds To Conquer - Adding To Your Team - Hiring and Interviewing
|
Sep 08, 2022 |
|
What Works Wednesday With Brendan Frazier
|
Sep 07, 2022 |
|
Running An Effective Team When You're Out Of The Office [Episode 168]
|
Sep 05, 2022 |
|
Follow Up Friday - How Surge Works For New Relationships And Clients
|
Sep 02, 2022 |
|
Worlds To Conquer - When I Surge, You Surge, We Surge
|
Sep 01, 2022 |
|
What Works Wednesday with Aaron Walker
|
Aug 31, 2022 |
|
How Surge Works For New Relationships And Clients [Episode 167]
|
Aug 29, 2022 |
|
Follow Up Friday - The Challenge! Who Delivers More Value?
|
Aug 26, 2022 |
|
Worlds To Conquer - Tips And Tricks For A Harmonious Surge
|
Aug 25, 2022 |
|
What Works Wednesday with Guest Jeff Rattiner
|
Aug 24, 2022 |
|
The Challenge! Who Delivers More Value? [Episode 166]
|
Aug 22, 2022 |
|
Follow Up Friday - A Tale Of Two Surges - Matthew and Micah's Surge Comparison
|
Aug 19, 2022 |
|
Worlds To Conquer - Managing Value Adds In Surge
|
Aug 18, 2022 |
|
What Works Wednesday With Guest Rich Chen
|
Aug 17, 2022 |
|
A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]
|
Aug 15, 2022 |
|
Follow Up Friday - Surge Meeting Mistakes
|
Aug 12, 2022 |
|
Worlds To Conquer - Calendaring Surge
|
Aug 11, 2022 |
|
What Works Wednesday with Guests Steven Jarvis and Leila Shaver
|
Aug 10, 2022 |
|
Surge Meeting Mistakes [Episode 164]
|
Aug 08, 2022 |
|
Follow Up Friday - Estate Planning and Fall Surge
|
Aug 05, 2022 |
|
What Works Wednesday with Guest Alan Moore
|
Aug 03, 2022 |
|
Estate Planning and Fall Surge [Episode 163]
|
Aug 01, 2022 |
|
Follow Up Friday - What Does Family First Mean To You?
|
Jul 29, 2022 |
|
What Works Wednesday with Guest Joe Curry
|
Jul 27, 2022 |
|
What Does Family First Mean To You? [Episode 162]
|
Jul 25, 2022 |
|
Follow Up Friday - EVERYONE Charges A Premium Fee
|
Jul 22, 2022 |
|
What Works Wednesday with Guest Michael Henley
|
Jul 20, 2022 |
|
EVERYONE Charges A Premium Fee [Episode 161]
|
Jul 18, 2022 |
|
Follow Up Friday - Kitces Office Hours Teaser
|
Jul 15, 2022 |
|
What Works Wednesday with Guest Benjamin Brandt
|
Jul 13, 2022 |
|
Kitces Office Hours Teaser [Episode 160]
|
Jul 11, 2022 |
|
Follow Up Friday - Discount Fee - Then Discount Advisor!
|
Jul 08, 2022 |
|
What Works Wednesday with Guest Dustin Frost
|
Jul 06, 2022 |
|
Discount Fee - Then Discount Advisor! [Episode 159]
|
Jul 04, 2022 |
|
Follow Up Friday - Roth Conversions
|
Jul 01, 2022 |
|
Tips from the Trenches - Taxes
|
Jun 29, 2022 |
|
Roth Conversions [Episode 158]
|
Jun 27, 2022 |
|
Follow Up Friday - What Are You Gaining From Conferences?
|
Jun 24, 2022 |
|
What Works Wednesday With Guest Libby Greiwe
|
Jun 22, 2022 |
|
What Are You Gaining From Conferences? [Episode 157]
|
Jun 20, 2022 |
|
Follow Up Friday - If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks!
|
Jun 17, 2022 |
|
Tips from the Trenches - Buckets In A Volatile Market
|
Jun 15, 2022 |
|
If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156]
|
Jun 13, 2022 |
|
Follow Up Friday - Doing What Works
|
Jun 10, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Ten Steps to Networking Success
|
Jun 08, 2022 |
|
Doing What Works [Episode 155]
|
Jun 06, 2022 |
|
Follow Up Friday - Stop Talking Yourself Out Of The Sale!
|
Jun 03, 2022 |
|
Tips from the Trenches - Following Your Own Advice
|
Jun 01, 2022 |
|
Stop Talking Yourself Out Of The Sale! [Episode 154]
|
May 30, 2022 |
|
Follow Up Friday - How Did I Lose $50,000 This Month!?!
|
May 27, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always Fails
|
May 25, 2022 |
|
How Did I Lose $50,000 This Month!?! [Episode 153]
|
May 23, 2022 |
|
Follow Up Friday - You Said What In A Client Meeting?!
|
May 20, 2022 |
|
Tips from the Trenches - Getting The Right Clients And The Three P’s - Personable, Profitable, and Productive
|
May 18, 2022 |
|
You Said What In A Client Meeting?! [Episode 152]
|
May 16, 2022 |
|
Follow Up Friday - Why Don’t I Have More Prospects?!?
|
May 13, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Managing Client Expectations
|
May 11, 2022 |
|
Why Don’t I Have More Prospects?!? [Episode 151]
|
May 09, 2022 |
|
Follow Up Friday - Show Me The Beef!
|
May 06, 2022 |
|
Tips from the Trenches - Show Up For Surge
|
May 04, 2022 |
|
Show Me The Beef! [Episode 150]
|
May 02, 2022 |
|
Follow Up Friday - How Do I Actually Get Tax Returns From Clients?
|
Apr 29, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators
|
Apr 27, 2022 |
|
How Do I Actually Get Tax Returns From Clients? [Ep 149]
|
Apr 25, 2022 |
|
Follow Up Friday - Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain”
|
Apr 22, 2022 |
|
Tips from the Trenches - Tales From Tax Season
|
Apr 20, 2022 |
|
Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain” [Episode 148]
|
Apr 18, 2022 |
|
Follow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate?
|
Apr 15, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones
|
Apr 13, 2022 |
|
Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]
|
Apr 11, 2022 |
|
Follow Up Friday - Tax Planning Mistake #5 - You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA
|
Apr 08, 2022 |
|
Tips from the Trenches - Your Team As Teachers
|
Apr 06, 2022 |
|
Tax Planning Mistake #5 - You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA [Episode 146]
|
Apr 04, 2022 |
|
Follow Up Friday - Guest Star Reese Harper
|
Apr 01, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Why The One-Page Financial Plan?
|
Mar 30, 2022 |
|
Guest Star Reese Harper [Episode 145]
|
Mar 28, 2022 |
|
Follow Up Friday - But I Don't Have Time For That
|
Mar 25, 2022 |
|
Tips from the Trenches - Value Adds in Surge
|
Mar 23, 2022 |
|
But I Don't Have Time For That [Episode 144]
|
Mar 21, 2022 |
|
Follow Up Friday - Can I Get A Discount?
|
Mar 18, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter
|
Mar 16, 2022 |
|
Can I Get A Discount? [Episode 143]
|
Mar 14, 2022 |
|
Follow Up Friday - Giving Out My Cell Phone Is How I Add Value
|
Mar 11, 2022 |
|
Tips from the Trenches - Tax Projections and Medicare IRMAA
|
Mar 09, 2022 |
|
Giving Out My Cell Phone Is How I Add Value [Episode 142]
|
Mar 07, 2022 |
|
Follow Up Friday - THE Floyd Shilanski
|
Mar 04, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Empower Your People: Cultivating a Team of Rockstars
|
Mar 02, 2022 |
|
THE Floyd Shilanski [Episode 141]
|
Feb 28, 2022 |
|
Follow Up Friday - What Is The Perfect RIA?
|
Feb 25, 2022 |
|
Tips from the Trenches - Post Surge Meetings
|
Feb 23, 2022 |
|
What Is The Perfect RIA? [Episode 140]
|
Feb 21, 2022 |
|
Follow Up Friday - Client Segmentation
|
Feb 18, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Raising Your Fees Is Still Within Reach
|
Feb 16, 2022 |
|
Client Segmentation [Episode 139]
|
Feb 14, 2022 |
|
Follow Up Friday - You Drank a Soda in a Client Meeting?!?
|
Feb 11, 2022 |
|
Tips from the Trenches - Having Your Team Run Meetings
|
Feb 09, 2022 |
|
You Drank a Soda in a Client Meeting?!? [Episode 138]
|
Feb 07, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Trash The Head Trash
|
Feb 02, 2022 |
|
Tips from the Trenches - Value Adds On A Security Breach
|
Jan 26, 2022 |
|
Follow Up Friday - Asking Questions That Matter For Estate Planning
|
Jan 21, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Tips For Prospecting Success
|
Jan 19, 2022 |
|
Asking Questions That Matter For Estate Planning [Episode 137]
|
Jan 17, 2022 |
|
Follow Up Friday - The Godfather: Michael Kitces
|
Jan 14, 2022 |
|
Tips from the Trenches - Facial Expressions
|
Jan 12, 2022 |
|
The Godfather: Michael Kitces [Episode 136]
|
Jan 10, 2022 |
|
Follow Up Friday - It Took Me XX Hours And Is Therefore Worth $$
|
Jan 07, 2022 |
|
Reading Time with Jarvis - Delivering Massive Value - Six Steps To Onboard The Perfect Client
|
Jan 05, 2022 |
|
It Took Me XX Hours And Is Therefore Worth $$ [Episode 135]
|
Jan 03, 2022 |
|
Tips from the Trenches - Getting Rona During Surge
|
Dec 29, 2021 |
|
Follow Up Friday - But I'm At Capacity
|
Dec 24, 2021 |
|
Reading Time with Jarvis - Delivering Massive Value - Prospect Process Mishap: Too Much or Too Little
|
Dec 22, 2021 |
|
But I'm At Capacity [Episode 134]
|
Dec 20, 2021 |
|
Follow Up Friday - How To Break Your Fee Process
|
Dec 17, 2021 |
|
Tips from the Trenches - Asset Transfers with Value
|
Dec 15, 2021 |
|
How To Break Your Fee Process [Episode 133]
|
Dec 13, 2021 |
|
Follow Up Friday - Which Coaching Program Should I Join?
|
Dec 10, 2021 |
|
Tips from the Trenches - Performance
|
Dec 08, 2021 |
|
Which Coaching Program Should I Join? [Episode 132]
|
Dec 06, 2021 |
|
Reading Time with Jarvis - Deliver Massive Value, Scrap Your Elevator Pitch by Matthew Jarvis
|
Dec 01, 2021 |
|
Reading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew Jarvis
|
Nov 24, 2021 |
|
Follow Up Friday - Surge Meetings Can't Work
|
Nov 19, 2021 |
|
Tips from the Trenches - To Delegate or Not To Delegate
|
Nov 17, 2021 |
|
Surge Meetings Can't Work [Episode 131]
|
Nov 15, 2021 |
|
Follow Up Friday - What Did You Read This Month?
|
Nov 12, 2021 |
|
Reading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew Jarvis
|
Nov 10, 2021 |
|
What Did You Read This Month? [Episode 130]
|
Nov 08, 2021 |
|
Follow Up Friday - Client Graduation
|
Nov 05, 2021 |
|
Tips from the Trenches - Team Training
|
Nov 03, 2021 |
|
Client Graduation [Episode 129]
|
Nov 01, 2021 |
|
Reading Time with Jarvis - The Bet by Paul Sabin
|
Oct 27, 2021 |
|
Follow Up Friday - How Do I Get Referrals From CPAs?
|
Oct 22, 2021 |
|
Tips from the Trenches - Holding Your Value
|
Oct 20, 2021 |
|
How Do I Get Referrals From CPAs? [Episode 128]
|
Oct 18, 2021 |
|
Follow Up Friday - I'll Do It Later
|
Oct 15, 2021 |
|
Reading Time with Jarvis - Delivering Massive Value - Chapter 9
|
Oct 13, 2021 |
|
I'll Do It Later [Episode 127]
|
Oct 11, 2021 |
|
Follow Up Friday - Double Your Practice
|
Oct 08, 2021 |
|
Tips from the Trenches - Christmas in October
|
Oct 06, 2021 |
|
Double Your Practice [Episode 126]
|
Oct 04, 2021 |
|
Reading Time with Jarvis - Deep Work by Cal Newport
|
Sep 29, 2021 |
|
Follow Up Friday - Team Won't Implement
|
Sep 24, 2021 |
|
Tips from the Trenches - Assuming on a Client Plan
|
Sep 22, 2021 |
|
Team Won’t Implement [Episode 125]
|
Sep 20, 2021 |
|
Follow Up Friday - It's Not Just Matt and Micah That Surge
|
Sep 17, 2021 |
|
Reading Time with Jarvis - Nerd's Eye View by Michael Kitces
|
Sep 15, 2021 |
|
It's Not Just Matt and Micah That Surge [Episode 124]
|
Sep 13, 2021 |
|
Follow Up Friday - Is There A Wannabe Doctor On Board?
|
Sep 10, 2021 |
|
Tips from the Trenches - The Power of One Page
|
Sep 08, 2021 |
|
Is There A Wannabe Doctor On Board? [Episode 123]
|
Sep 06, 2021 |
|
Reading Time with Jarvis - The Rich Barber Method by Chuka Torres
|
Sep 01, 2021 |
|
Tips from the Trenches - Follow The Process
|
Aug 25, 2021 |
|
Follow Up Friday - Being The Best
|
Aug 20, 2021 |
|
Reading Time With Jarvis - Mr. Money Mustache
|
Aug 18, 2021 |
|
Being The Best [Episode 122]
|
Aug 16, 2021 |
|
Follow Up Friday - When You Make Too Many Exceptions
|
Aug 13, 2021 |
|
Tips from the Trenches - Team Experience
|
Aug 11, 2021 |
|
When You Make Too Many Exceptions [Episode 121]
|
Aug 09, 2021 |
|
Follow Up Friday - The Power Factor
|
Aug 06, 2021 |
|
Reading Time With Jarvis - Total Money Makeover by Dave Ramsey
|
Aug 04, 2021 |
|
The Power Factor [Episode 120]
|
Aug 02, 2021 |
|
Tips from the Trenches - Breaking the Process
|
Jul 28, 2021 |
|
Follow Up Friday - How to Delegate Email
|
Jul 23, 2021 |
|
Reading Time With Jarvis - Knocking on Heaven's Door by Katy Butler
|
Jul 21, 2021 |
|
How to Delegate Email [Episode 119]
|
Jul 19, 2021 |
|
Tips from the Trenches - Check-in Time When We're Gone
|
Jul 14, 2021 |
|
Which Industry Studies or Benchmarks Should I Be Using? [Episode 118]
|
Jul 12, 2021 |
|
Follow Up Friday - What Happens When You Make A Mistake
|
Jul 09, 2021 |
|
Reading Time With Jarvis - The Tipping Point by Malcolm Gladwell
|
Jul 07, 2021 |
|
Mid-Year Review [Episode 117]
|
Jul 05, 2021 |
|
Tips from the Trenches - Head Trash
|
Jun 30, 2021 |
|
Follow Up Friday - What Happens When You Don't Know The Answer?
|
Jun 25, 2021 |
|
Reading Time With Jarvis - Hell Yeah or No by Derek Sivers
|
Jun 23, 2021 |
|
What Happens When You Don't Know The Answer? [Episode 116]
|
Jun 21, 2021 |
|
Follow Up Friday - Prospect Lessons from 2021
|
Jun 18, 2021 |
|
Wisdom Wednesday - DMV on Identity Theft
|
Jun 16, 2021 |
|
Prospect Lessons from 2021 [Episode 115]
|
Jun 14, 2021 |
|
Weekly Wrap Up - Head Trash
|
Jun 11, 2021 |
|
Reading Time With Jarvis - Skin in the Game by Nassim Taleb
|
Jun 09, 2021 |
|
Head Trash [Episode 114]
|
Jun 07, 2021 |
|
Tips from the Trenches - Conference Room Mistakes
|
Jun 02, 2021 |
|
Reading Time With Jarvis - Social Security: The Inside Story by Andy Landis
|
May 26, 2021 |
|
Weekly Wrap Up - I'm Done with Surge...Now What?
|
May 21, 2021 |
|
Tips from the Trenches - The Dishwasher Rule
|
May 19, 2021 |
|
I'm Done With Surge...Now What? [Episode 113]
|
May 17, 2021 |
|
Weekly Wrap Up - Why Advisors Fail
|
May 14, 2021 |
|
Reading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate
|
May 12, 2021 |
|
Why Advisors Fail [Episode 112]
|
May 10, 2021 |
|
Tips from the Trenches - Prospect Process
|
May 05, 2021 |
|
It’s Just An Email [Episode 111]
|
May 03, 2021 |
|
Reading Time With Jarvis - The War of Art by Steven Pressfield
|
Apr 28, 2021 |
|
Tips from the Trenches - When the Sales Process Goes Wrong
|
Apr 21, 2021 |
|
Finding Good Talent with Yosef Colish [Episode 110]
|
Apr 19, 2021 |
|
Reading Time with Jarvis - So Good They Can't Ignore You by Cal Newport
|
Apr 14, 2021 |
|
The “Perfect” Way to Rollover a 401(k) [Episode 109]
|
Apr 12, 2021 |
|
Tips from the Trenches - Buckets
|
Apr 07, 2021 |
|
The Right Size Financial Plan [Episode 108]
|
Apr 05, 2021 |
|
Reading Time with Jarvis - Solve for Happy by Mo Gawdat
|
Mar 31, 2021 |
|
Tips from the Trenches - Delivering Massive Value
|
Mar 24, 2021 |
|
Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller
|
Mar 17, 2021 |
|
How Long Does it Take You to Create a Tax Plan? [Episode 107]
|
Mar 15, 2021 |
|
Tips from the Trenches - Clients' Kids' Accounts
|
Mar 10, 2021 |
|
Why Do You Complain vs Improve? [Episode 106]
|
Mar 08, 2021 |
|
Reading Time with Jarvis - Never Split the Difference by Chris Voss
|
Mar 03, 2021 |
|
How Do I Deliver Massive Value? [Episode 105]
|
Mar 01, 2021 |
|
Tips from the Trenches - Fees
|
Feb 24, 2021 |
|
Reading Time with Jarvis - Influence by Robert Cialdini
|
Feb 17, 2021 |
|
Why Is the Fee Conversation SO Hard!? [Episode 104]
|
Feb 15, 2021 |
|
Tips from the Trenches - 2nd Opinion
|
Feb 10, 2021 |
|
How Long Does It Take To Create a Financial Plan? [Episode 103]
|
Feb 08, 2021 |
|
Tips from the Trenches - Client Email
|
Feb 03, 2021 |
|
What If I Don't Want a Lifestyle Practice? [Episode 102]
|
Feb 01, 2021 |
|
Reading Time with Jarvis - Tools of Titans by Tim Ferriss
|
Jan 27, 2021 |
|
Tips from the Trenches - Interviewing Attorneys
|
Jan 20, 2021 |
|
Why Am I Not Getting More Referrals? [Episode 101]
|
Jan 18, 2021 |
|
Reading Time with Jarvis - Measure What Matters by John Doerr
|
Jan 13, 2021 |
|
How Much Should I Be Charging? [Episode 100]
|
Jan 11, 2021 |
|
Tips from the Trenches - Gifting Money to Kids
|
Jan 06, 2021 |
|
Should I Leave My Broker Dealer This Year? [Episode 99]
|
Jan 04, 2021 |
|
Reading Time with Jarvis - Simple Wealth, Inevitable Wealth by Nick Murray
|
Dec 30, 2020 |
|
Tips from the Trenches - Paying Your House off in Retirement
|
Dec 23, 2020 |
|
Sten Morgan Interview [Episode 98]
|
Dec 21, 2020 |
|
Reading Time with Jarvis - A Random Walk Down Wall Street by Burton Malkiel
|
Dec 16, 2020 |
|
Professing Our Love for Kitces [Episode 97]
|
Dec 14, 2020 |
|
Tips from the Trenches - Pay Raises in Retirement
|
Dec 09, 2020 |
|
John Lee Dumas Interview [Episode 96]
|
Dec 07, 2020 |
|
Reading Time with Jarvis - Alchemy: The Dark Art and Curious Science of Creating Magic by Rory Sutherland
|
Dec 02, 2020 |
|
Tips from the Trenches - What if X Happens When I Retire?
|
Nov 25, 2020 |
|
Reading Time with Jarvis - Drive by Daniel Pink
|
Nov 18, 2020 |
|
FPA Presentation [Episode 95]
|
Nov 16, 2020 |
|
Tips from the Trenches - Convincing Clients They Can Retire
|
Nov 11, 2020 |
|
How Do I Start a Mastermind Group? [Episode 94]
|
Nov 09, 2020 |
|
Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes
|
Nov 04, 2020 |
|
How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]
|
Nov 02, 2020 |
|
Tips from the Trenches - Politics
|
Oct 28, 2020 |
|
Reading Time with Jarvis - The Godfather of Lifestyle Businesses, Tim Ferriss
|
Oct 21, 2020 |
|
When Clients Don't Transfer Assets [Episode 92]
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Oct 19, 2020 |
|
Reading Time with Jarvis - Love and Logic for Advisors
|
Oct 14, 2020 |
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Implementing Surge Meetings with Taylor Schulte
|
Oct 12, 2020 |
|
Tips from the Trenches - Guided Discovery
|
Oct 07, 2020 |
|
Why Isn't This Working? [Episode 91]
|
Oct 05, 2020 |
|
Reading Time with Jarvis - Lessons from Jocko
|
Sep 23, 2020 |
|
When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]
|
Sep 21, 2020 |
|
Tips from the Trenches - Work Life Balance
|
Sep 16, 2020 |
|
Am I Charging Too Much?!? [Episode 89]
|
Sep 14, 2020 |
|
Reading Time with Jarvis - Nick Murray, The Godfather of Financial Planning
|
Sep 09, 2020 |
|
How Do I Fire A Client? [Episode 88]
|
Sep 07, 2020 |
|
Tips from the Trenches - PPP
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Aug 19, 2020 |
|
What Are My Prospects Thinking About… [Episode 87]
|
Aug 17, 2020 |
|
Tips from the Trenches - Making Assumptions
|
Aug 12, 2020 |
|
Am I A Good Enough Advisor? [Episode 86]
|
Aug 10, 2020 |
|
I Screwed Up. Now What? [Episode 85]
|
Aug 03, 2020 |
|
5 Delegation Mistakes [Episode 84]
|
Jul 17, 2020 |
|
Is Lifestyle Code for Lazy? [Episode 83]
|
Jul 10, 2020 |
|
Taxes Part 2 [Episode 82]
|
Jul 03, 2020 |
|
The Rosetta Stone to Delivering Massive Value [Episode 81]
|
Jun 19, 2020 |
|
Go To Work Naked [Episode 80]
|
Jun 12, 2020 |
|
With Guest John Barron [Episode 79]
|
Jun 05, 2020 |
|
I HATE Matt & Micah [Episode 78]
|
May 22, 2020 |
|
Surge Meetings [Episode 77]
|
May 15, 2020 |
|
LTC Planning [Episode 76]
|
May 08, 2020 |
|
Fee Compression My ________ [Episode 75]
|
May 01, 2020 |
|
When YOU Haven't Demonstrated Value [Episode 74]
|
Apr 17, 2020 |
|
Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]
|
Apr 10, 2020 |
|
Starting a Podcast and Renting Success - with Benjamin Brandt [Episode 72]
|
Apr 03, 2020 |
|
Head Trash with Coach Joe Lukacs [Episode 71]
|
Mar 27, 2020 |
|
Lessons from the Slopes [Episode 70]
|
Mar 20, 2020 |
|
Corona Virus [Episode 69]
|
Mar 13, 2020 |
|
Team Work Makes the Dream Work [Episode 68]
|
Mar 06, 2020 |
|
Getting the First Appointment - Part 2 [Episode 67]
|
Feb 21, 2020 |
|
Getting Past the First Prospect Meeting [Episode 66]
|
Feb 14, 2020 |
|
Real Estate and the Secure Act [Episode 65]
|
Feb 07, 2020 |
|
RMD Value Adds [Episode 64]
|
Jan 31, 2020 |
|
Million Dollar Ideas Are Worthless [Episode 63]
|
Jan 24, 2020 |
|
Beating The Markets [Episode 62]
|
Jan 17, 2020 |
|
Distributions While Out of Office [Episode 61]
|
Jan 10, 2020 |
|
It’s A New Year [Episode 60]
|
Jan 03, 2020 |
|
Increasing Massive Value [Episode 59]
|
Dec 27, 2019 |
|
How to Choose a Coaching Program [Episode 58]
|
Dec 20, 2019 |
|
Managing Distractions [Episode 57]
|
Dec 13, 2019 |
|
Business Planning [Episode 56]
|
Dec 06, 2019 |
|
Measure the Real Stuff [Episode 55]
|
Nov 29, 2019 |
|
Do I Need A Coach? [Episode 54]
|
Nov 22, 2019 |
|
Working On Your Business, In Your Business, and With Your Business [Episode 53]
|
Nov 15, 2019 |
|
Massive Value - Investments [Episode 52]
|
Nov 08, 2019 |
|
Is This You? [Episode 51]
|
Oct 31, 2019 |
|
How To Get Ready For A 3 Month Vacation [Episode 50]
|
Oct 25, 2019 |
|
Running a Virtual Team [Episode 49]
|
Oct 18, 2019 |
|
Surge Week - How to Add Value to Your Meetings [Episode 48]
|
Oct 11, 2019 |
|
Is This Marketing? [Episode 47]
|
Oct 04, 2019 |
|
Making It Look Easy [Episode 46]
|
Sep 27, 2019 |
|
Family Time [Episode 45]
|
Sep 20, 2019 |
|
Mailbag [Episode 44]
|
Sep 13, 2019 |
|
Effective Delegation - with Gina Cotner [Episode 43]
|
Sep 06, 2019 |
|
Getting Your TEAM On Board [Episode 42]
|
Aug 30, 2019 |
|
Massive Value - Fees [Episode 41]
|
Aug 23, 2019 |
|
Networking: The Good, The Bad, The Ugly [Episode 40]
|
Aug 16, 2019 |
|
Mailbag [Episode 39]
|
Aug 09, 2019 |
|
Bad Ideas [Episode 38]
|
Aug 02, 2019 |
|
Compliance [Episode 37]
|
Jul 26, 2019 |
|
Mid Quarter Review [Episode 36]
|
Jul 19, 2019 |
|
Staffing - How to Hire the RIGHT Person [Episode 35]
|
Jul 12, 2019 |
|
Ground Zero Prospecting [Episode 34]
|
Jul 05, 2019 |
|
Mailbag [Episode 33]
|
Jun 28, 2019 |
|
Marketing Mistakes & How to Avoid Them [Episode 32]
|
Jun 21, 2019 |
|
Staffing [Episode 31]
|
Jun 14, 2019 |
|
Profitability [Episode 30]
|
Jun 07, 2019 |
|
How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]
|
May 31, 2019 |
|
How to Provide High-Value Services - with Ed Slott [Episode 28]
|
May 24, 2019 |
|
Stop Lying to Yourself [Episode 27]
|
May 17, 2019 |
|
Appointments Outside of the Surge [Episode 26]
|
May 10, 2019 |
|
Luck of the Draw [Episode 25]
|
May 03, 2019 |
|
Let’s Talk About Taxes! Part 2 [Episode 24]
|
Apr 26, 2019 |
|
Let’s Talk About Taxes! [Episode 23]
|
Apr 12, 2019 |
|
To Fee, or Not to Fee? [Episode 22]
|
Mar 29, 2019 |
|
Account Minimums as a Metric for Finding Ideal Clients [Episode 21]
|
Mar 15, 2019 |
|
Tips to Maximize Your Return on Time [Episode 20]
|
Mar 01, 2019 |
|
Stop Pretending to Work [Episode 19]
|
Feb 15, 2019 |
|
Talking Points for True Communication with Clients [Episode 18]
|
Feb 01, 2019 |
|
Coaching Your Clients Off the Ledge [Episode 17]
|
Jan 18, 2019 |
|
5 Business Lessons Learned From Disney World [Episode 16]
|
Jan 04, 2019 |
|
Confessions of a Wholesaler [Episode 15]
|
Dec 21, 2018 |
|
When, Why, and How to Fire a Client [Episode 14]
|
Dec 07, 2018 |
|
A Roadmap for a Value-Driven Financial Plan [Episode 13]
|
Nov 23, 2018 |
|
Realistic Ruminations on Broker-Dealers [Episode 12]
|
Nov 09, 2018 |
|
Coach Joe Lukacs Revisited [Episode 11]
|
Oct 26, 2018 |
|
From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]
|
Oct 12, 2018 |
|
Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]
|
Sep 28, 2018 |
|
The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]
|
Sep 14, 2018 |
|
The Art of Prospecting & Time-Blocking [Episode 7]
|
Sep 03, 2018 |
|
A Primer for Determining Your Fee Schedule [Episode 6]
|
Aug 17, 2018 |
|
Always Take the High Road [Episode 5]
|
Aug 10, 2018 |
|
Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs [Episode 4]
|
Aug 03, 2018 |
|
The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]
|
Jul 27, 2018 |
|
Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]
|
Jul 20, 2018 |
|
What Metrics Should Matter To Your Practice? [Episode 1]
|
Mar 13, 2018 |