The Perfect RIA
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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Category: Investing
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Subscribers: 31
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Episodes: 897
Description
Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.
Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.
Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.
| Episode | Date |
|---|---|
|
The Real Risks of Retirement With Derek Tharp
|
Apr 02, 2026 |
|
Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
|
Mar 26, 2026 |
|
Encore Episode: You Are Only Cheating Yourself
|
Mar 23, 2026 |
|
From Struggle to Seven Figures: Aaron Schmerling's Journey
|
Mar 19, 2026 |
|
Encore Episode: When Value Adds Go Wrong
|
Mar 16, 2026 |
|
The Future of Financial Advisory Practices With Scott DiGiammarino
|
Mar 12, 2026 |
|
Encore Episode: The Perfect Surge Dates
|
Mar 09, 2026 |
|
Maximizing Productivity with AI and Delegation With Kyle Willis
|
Mar 05, 2026 |
|
It's The End Of The World… What Do We Do? [Episode 349]
|
Mar 02, 2026 |
|
Why Every Advisor Needs to Create Content [Episode 348]
|
Feb 23, 2026 |
|
The Ethics of Business Transitions With Brian Hanks
|
Feb 19, 2026 |
|
The Best Fee Script Ever [Episode 347]
|
Feb 16, 2026 |
|
Understanding Valuation Trends in Today's Market With John Poole
|
Feb 12, 2026 |
|
The Longevity Factor in Retirement With Brian Smith
|
Feb 05, 2026 |
|
The Integrity of Meeting Timeliness [Episode 346]
|
Feb 02, 2026 |
|
Client Retention Strategies With Shelby Nicholl [Episode 345]
|
Jan 26, 2026 |
|
The Power of Niche With Joe Curry
|
Jan 22, 2026 |
|
Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]
|
Jan 19, 2026 |
|
Negotiating Deal Terms With Peter Velardi
|
Jan 15, 2026 |
|
Stop Defending Your Head Trash! [Episode 343]
|
Jan 12, 2026 |
|
The Software Dilemma in Financial Planning [Episode 342]
|
Jan 05, 2026 |
|
Embracing Failure: Lessons from Million Dollar Producers [Episode 341]
|
Dec 29, 2025 |
|
Encore Episode: Why Advisors Fail
|
Dec 26, 2025 |
|
Encore Episode: Tips from the Trenches - Taxes
|
Dec 19, 2025 |
|
Tax Planning at Scale [Episode 339]
|
Dec 15, 2025 |
|
Encore Episode: You Didn't Hire Idiots
|
Dec 12, 2025 |
|
Creative Deal Structuring for Advisors With Scott DiGiammarino
|
Dec 11, 2025 |
|
The Power of Experimentation in Financial Planning With Art Turock [Episode 338]
|
Dec 08, 2025 |
|
Encore Episode:The Godfather: Michael Kitces
|
Dec 05, 2025 |
|
Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
|
Dec 01, 2025 |
|
Encore Episode: What Are We Paying Employees?
|
Nov 28, 2025 |
|
Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336]
|
Nov 24, 2025 |
|
Encore Episode: You May Be The Problem
|
Nov 21, 2025 |
|
Discipline Equals… Money? [Episode 335]
|
Nov 17, 2025 |
|
Encore Episode: Team Building For Financial Advisors With Guest Christine Timms
|
Nov 14, 2025 |
|
Hiring an Executive Assistant With Karen Stewart [Episode 334]
|
Nov 10, 2025 |
|
Encore Episode: Measure What Really Matters?
|
Nov 07, 2025 |
|
Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]
|
Nov 03, 2025 |
|
Encore Episode: Leveraging Technology With Guest Ben Goss
|
Oct 31, 2025 |
|
Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
|
Oct 27, 2025 |
|
Encore Episode: So Is This What You Do In YOUR Practice?
|
Oct 24, 2025 |
|
The Importance of Risk Management in Financial Planning With Justin Smith
|
Oct 23, 2025 |
|
Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]
|
Oct 20, 2025 |
|
Encore Episode: Client Relationships And Connections With Guest David Gow
|
Oct 17, 2025 |
|
The Shift from Cash Flow to Wealth with John Poole
|
Oct 16, 2025 |
|
Navigating the Future of Financial Planning With Seth Streeter [Episode 330]
|
Oct 13, 2025 |
|
Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty
|
Oct 10, 2025 |
|
Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
|
Oct 06, 2025 |
|
Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees
|
Oct 03, 2025 |
|
Mastering Fees in Financial Advisory [Episode328]
|
Sep 29, 2025 |
|
Encore Episode: Should I Fire My Team?
|
Sep 26, 2025 |
|
Navigating Team Dynamics: Lessons in Leadership [Episode 327]
|
Sep 22, 2025 |
|
Encore Episode: When Prospecting Goes Wrong
|
Sep 19, 2025 |
|
100 Reasons Prospects Say No [Episode 326]
|
Sep 15, 2025 |
|
Encore Episode: How To Train Your Team
|
Sep 12, 2025 |
|
The Importance of De-risking Your Practice With Ted Jenkin
|
Sep 11, 2025 |
|
Discipline Equals Freedom: The Key to Success [Episode 325]
|
Sep 08, 2025 |
|
Encore Episode: Business Planning
|
Sep 05, 2025 |
|
The Future of Financial Advising with Shelby Nicholl [Episode 324]
|
Sep 01, 2025 |
|
Encore Episode: Stop Talking Yourself Out Of The Sale!
|
Aug 29, 2025 |
|
Counting the Reps: The Key to Growth [Episode 323]
|
Aug 25, 2025 |
|
Encore Episode: Why Aren't You Delegating To A Virtual Assistant?
|
Aug 22, 2025 |
|
Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell
|
Aug 21, 2025 |
|
Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]
|
Aug 18, 2025 |
|
Encore Episode: Did Surge Abandon You?
|
Aug 15, 2025 |
|
Valuations in a Changing Market With Scott DiGiammarino
|
Aug 14, 2025 |
|
Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]
|
Aug 11, 2025 |
|
Encore Episode: How Surge Works For New Relationships And Clients.
|
Aug 08, 2025 |
|
The Power of Relationships in Wealth Management with Scott Danner [Episode 320]
|
Aug 04, 2025 |
|
Encore Episode: The Right Size Financial Plan
|
Aug 01, 2025 |
|
The Philosophy of Financial Planning with Peter Tiboris [Episode 319]
|
Jul 28, 2025 |
|
Encore Episode: Why Advisors Lose Clients
|
Jul 25, 2025 |
|
How to Get More Clients This Summer [Episode 318]
|
Jul 21, 2025 |
|
Encore Episode: What Are Prospects ACTUALLY Saying
|
Jul 18, 2025 |
|
The M&A Playbook for Financial Advisors with Ted Jenkin
|
Jul 17, 2025 |
|
Prospecting That Works [Episode 317]
|
Jul 14, 2025 |
|
Encore Episode: How Are You Accountable When You Make a Client Mistake?
|
Jul 11, 2025 |
|
Navigating Client Mistakes: A Guide for Advisors [Episodes 316]
|
Jul 07, 2025 |
|
Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin
|
Jul 04, 2025 |
|
From Business to Freedom With Jerome Myers [Episode 315]
|
Jun 30, 2025 |
|
Encore episode - Why Don't I Have More Prospects?!?
|
Jun 27, 2025 |
|
Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]
|
Jun 23, 2025 |
|
Encore Episode: You Said What In A Client Meeting?!
|
Jun 20, 2025 |
|
Not Everyone Needs a Niche [Episode 313]
|
Jun 16, 2025 |
|
Encore episode - Client Segmentation
|
Jun 13, 2025 |
|
Navigating the New Era of Financial Advisory With Peter Velardi
|
Jun 12, 2025 |
|
Work-Life Balance with Guest Dustin Frost [Episode 312]
|
Jun 09, 2025 |
|
Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate?
|
Jun 06, 2025 |
|
Lean Learning and Building True Fans with Pat Flynn [Episode 311]
|
Jun 02, 2025 |
|
Encore Episode: What Is The Perfect RIA?
|
May 30, 2025 |
|
Navigating The M&A Landscape With Jessica Polito [Episode 310]
|
May 26, 2025 |
|
Encore episode - Double Your Practice
|
May 23, 2025 |
|
The Art of Taking Time Off [Episode 309]
|
May 19, 2025 |
|
Encore episode - You Drank a Soda in a Client Meeting?!?
|
May 16, 2025 |
|
Bonus Episode: The Numbers Behind Financial Success
|
May 15, 2025 |
|
The Critical Role of Talent in Advisory Firms [Episode 308]
|
May 12, 2025 |
|
Encore episode - How Did I Lose $50,000 This Month!?!
|
May 09, 2025 |
|
The Hard Truths of Success [Episode 307]
|
May 05, 2025 |
|
Encore episode - How To Communicate Your Value To Clients [Episode 172]
|
May 02, 2025 |
|
Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]
|
Apr 28, 2025 |
|
Relationship Currency: Converting Cash Flow Conversations into Client Loyalty
|
Apr 25, 2025 |
|
Value Beyond The Meeting [Episode 305]
|
Apr 21, 2025 |
|
The Value-Add Ladder and Exit Strategies of the Ultra-Successful
|
Apr 18, 2025 |
|
Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino
|
Apr 17, 2025 |
|
Ranking Value Adds: Easy Wins and Game Changers [Episode 304]
|
Apr 14, 2025 |
|
Navigating Compliance and Cash Flow: The S-Corp Edition
|
Apr 11, 2025 |
|
The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]
|
Apr 07, 2025 |
|
The Art of Firing Clients
|
Apr 04, 2025 |
|
Why Or When To Fire A Client [Episode 302]
|
Mar 31, 2025 |
|
The Advisor's Time Trap: Escaping the DIY Bookkeeping Cycle
|
Mar 28, 2025 |
|
Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]
|
Mar 24, 2025 |
|
Culture, Clients, and Complementary Skills
|
Mar 21, 2025 |
|
The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
|
Mar 17, 2025 |
|
Financial Undressing: What Your Practice Valuation is Really Wearing
|
Mar 14, 2025 |
|
Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin
|
Mar 13, 2025 |
|
You're Not Taylor Swift [Episode 299]
|
Mar 10, 2025 |
|
The Broken Dealer's Guide to Independence (And When to Stay Put)
|
Mar 07, 2025 |
|
The Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298]
|
Mar 03, 2025 |
|
Why Your Value Proposition Matters More Than Your Fee
|
Feb 28, 2025 |
|
The Fees Are Only Up Because The Market Is Up… [Episode 297]
|
Feb 24, 2025 |
|
Goal Setting Gone Right: Stop Faking It, Start Making It
|
Feb 21, 2025 |
|
From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]
|
Feb 17, 2025 |
|
Why Two Advisors Decided to Spill Their Secrets
|
Feb 14, 2025 |
|
Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]
|
Feb 10, 2025 |
|
Estate Planning: From Checkbox to Cornerstone
|
Feb 07, 2025 |
|
A Trust Will Solve All My Problems… [Episode 294]
|
Feb 03, 2025 |
|
Beyond the Numbers: The Human Side of Retiring
|
Jan 31, 2025 |
|
The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]
|
Jan 27, 2025 |
|
Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline
|
Jan 24, 2025 |
|
So, How Will You Get All Those New Clients? [Episode 292]
|
Jan 20, 2025 |
|
Why Clients Leave (And How to Keep Them)
|
Jan 17, 2025 |
|
What Was Your NET Client Flow In 2024? [Episode 291]
|
Jan 13, 2025 |
|
Entitlement vs. Intention
|
Jan 10, 2025 |
|
What You Are Entitled To In 2025 [Episode 290]
|
Jan 06, 2025 |
|
Soft Skills, Hard Truths
|
Jan 03, 2025 |
|
Don't Worry, I Can Skip The Soft Stuff [Episode 289]
|
Dec 30, 2024 |
|
How Comfort Zones and Wishful Thinking Impact Your Growth
|
Dec 27, 2024 |
|
Encore Episode: Goals and Productivity
|
Dec 26, 2024 |
|
Yes, There is One Silver Bullet [Episode 288]
|
Dec 23, 2024 |
|
Historical Hindsight and Setting Strategic Goals
|
Dec 20, 2024 |
|
Encore Episode: Goal Setting
|
Dec 19, 2024 |
|
The Role of History in Financial Advising With Guest Mark Higgins [Episode 287]
|
Dec 16, 2024 |
|
Pricing Your Worth and a Guide to Year-End Planning
|
Dec 13, 2024 |
|
Show Me Your EBITDA
|
Dec 12, 2024 |
|
Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]
|
Dec 09, 2024 |
|
From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets
|
Dec 06, 2024 |
|
Year-End Business Planning How To
|
Dec 05, 2024 |
|
Compliance 'Adverse' [Episode 285]
|
Dec 02, 2024 |
|
Crypto Conversations and Client Selection
|
Nov 29, 2024 |
|
Encore Episode: Who Are Your Prospects?
|
Nov 28, 2024 |
|
Bitcoin [Episode 284]
|
Nov 25, 2024 |
|
Leveling Up Leadership and Letting Go of Limits
|
Nov 22, 2024 |
|
Whose Table Do You Want a Seat At?
|
Nov 21, 2024 |
|
Mastering the Art of Delegation with BELAY's Lisa Seal [Episdoe 283]
|
Nov 18, 2024 |
|
Building Your Dream RIA and Debunking the Perfect Balance Myth
|
Nov 15, 2024 |
|
Drama, Drama, Drama
|
Nov 14, 2024 |
|
Education, Independence, and Growth with Guest Ryan Morrissey [Episode 282]
|
Nov 11, 2024 |
|
Power Moves: Smart Business Planning and Savvy Hiring
|
Nov 08, 2024 |
|
What Are We Paying Employees?
|
Nov 07, 2024 |
|
A Failure to Plan is a Plan to Fail [Episode 281]
|
Nov 04, 2024 |
|
Bitcoin Battles and Value Add Victories
|
Nov 01, 2024 |
|
Encore Episode: Managing Value Adds In Surge
|
Oct 31, 2024 |
|
The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]
|
Oct 28, 2024 |
|
Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising
|
Oct 25, 2024 |
|
A Tangent with Floyd Shilanski
|
Oct 24, 2024 |
|
Learning Opportunity or Time To Go [Episode 279]
|
Oct 21, 2024 |
|
The Devil's in the Details: Mastering Professionalism and Digital Discipline
|
Oct 18, 2024 |
|
Is This The Grind?
|
Oct 17, 2024 |
|
Yes, It Is Your Dress [Episode 278]
|
Oct 14, 2024 |
|
Avoiding Common Advisor Pitfalls and Embracing Sales Excellence
|
Oct 11, 2024 |
|
The Art of Selling- Mastering Communication for Sales Success for People in Finance
|
Oct 10, 2024 |
|
From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
|
Oct 07, 2024 |
|
Unique Abilities and Unbreakable Rules for Advisor Success
|
Oct 04, 2024 |
|
What Rules Apply And To Who? Leaders Answer
|
Oct 03, 2024 |
|
Unlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276]
|
Sep 30, 2024 |
|
The Annuity Landscape and Savvy Hiring
|
Sep 27, 2024 |
|
Hire or Fire?
|
Sep 26, 2024 |
|
Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]
|
Sep 23, 2024 |
|
Balancing Acts: From Bookkeeping Basics to Professional Growth
|
Sep 20, 2024 |
|
I Have No Time
|
Sep 19, 2024 |
|
Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]
|
Sep 16, 2024 |
|
From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition
|
Sep 13, 2024 |
|
Fire Them Already!
|
Sep 12, 2024 |
|
Daydreaming Won't Make You a Successful Financial Advisor [Episode 273]
|
Sep 09, 2024 |
|
The Value Equation: Enhancing Client Experiences and Advisor Self-Worth
|
Sep 06, 2024 |
|
Mindset Mastery: Overcoming Barriers to Charging Premium Fees
|
Sep 05, 2024 |
|
Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]
|
Sep 02, 2024 |
|
Your True North and Building a Legacy Practice
|
Aug 30, 2024 |
|
Building an Enterprise Office
|
Aug 29, 2024 |
|
True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]
|
Aug 26, 2024 |
|
The Power of Personal Growth,Value Adds and Freedom in Your Practice
|
Aug 23, 2024 |
|
Will I Ever Experience Freedom as a Business Owner?
|
Aug 22, 2024 |
|
The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]
|
Aug 19, 2024 |
|
From Invisible to Invaluable: Your Marketing Efforts and Growth Strategies
|
Aug 16, 2024 |
|
How to Grow Your Practice
|
Aug 15, 2024 |
|
Not Bringing on New Clients? It's Because You're Playing Office [Episode 269]
|
Aug 12, 2024 |
|
Seamlessly Integrating Estate Planning and Building Client Trust
|
Aug 09, 2024 |
|
The Power of Authority - Why We Follow Experts
|
Aug 08, 2024 |
|
Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]
|
Aug 05, 2024 |
|
What Makes a Portfolio Successful and the Rule of Two
|
Aug 02, 2024 |
|
Why Advisors Lose Clients
|
Aug 01, 2024 |
|
All Investment Management is Playing Office [Episode 267]
|
Jul 29, 2024 |
|
Dodging IRA Disasters and Fostering Team Synergy
|
Jul 26, 2024 |
|
Employees: Following Up or Nagging? Is There a Difference?
|
Jul 25, 2024 |
|
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
|
Jul 22, 2024 |
|
Understanding Annuities and the Characteristics of Successful Leaders
|
Jul 19, 2024 |
|
How to Achieve Success in 2 Steps
|
Jul 18, 2024 |
|
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
|
Jul 15, 2024 |
|
Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room
|
Jul 12, 2024 |
|
You Are Only Cheating Yourself [Episode 264]
|
Jul 08, 2024 |
|
Why Authenticity Matters and Family Financial Dynamics
|
Jul 05, 2024 |
|
When You Earn More Than Your Spouse - Navigating Income Disparity
|
Jul 04, 2024 |
|
The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]
|
Jul 01, 2024 |
|
Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility
|
Jun 28, 2024 |
|
Your Vocation Should Pay For Your Avocations
|
Jun 27, 2024 |
|
The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]
|
Jun 24, 2024 |
|
Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice
|
Jun 21, 2024 |
|
Marketing. What Works For Financial Advisors?
|
Jun 20, 2024 |
|
Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]
|
Jun 17, 2024 |
|
Maximizing Valuations and Smart Business Planning
|
Jun 14, 2024 |
|
How Your LLC Fails
|
Jun 13, 2024 |
|
Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]
|
Jun 10, 2024 |
|
Overcoming Head Trash and Building Lucrative CPA Relationships
|
Jun 07, 2024 |
|
Encore Episode: Dealing with Head Trash
|
Jun 06, 2024 |
|
Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259]
|
Jun 03, 2024 |
|
It's All About That Prospect: Being Intentional and Gathering Information
|
May 31, 2024 |
|
Encore Episode: New Client Onboarding - What Information New Prospects and Clients Provide
|
May 30, 2024 |
|
What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]
|
May 27, 2024 |
|
Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes
|
May 24, 2024 |
|
Encore Episode: Client Onboarding - Creating A Solid Foundation
|
May 23, 2024 |
|
Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]
|
May 20, 2024 |
|
Enhancing Client Communication and Interactions
|
May 17, 2024 |
|
The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters
|
May 16, 2024 |
|
Bad Ways to Answer Clients [Episode 256]
|
May 13, 2024 |
|
Crafting Your Investments and Marketing Communication
|
May 10, 2024 |
|
When Marketing Works
|
May 09, 2024 |
|
How Investments Work With Your Clients [Episode 255]
|
May 06, 2024 |
|
Strategic Client Onboarding and Enhancing Tax-Related Value
|
May 03, 2024 |
|
Creating Value Adds from the Tax Return
|
May 02, 2024 |
|
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 |
|
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 |
|
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 |
|
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 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 |
|
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]
|
Oct 19, 2020 |
|
Reading Time with Jarvis - Love and Logic for Advisors
|
Oct 14, 2020 |
|
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
|
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]
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Dec 27, 2019 |
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How to Choose a Coaching Program [Episode 58]
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Dec 20, 2019 |
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Managing Distractions [Episode 57]
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Dec 13, 2019 |
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Business Planning [Episode 56]
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Dec 06, 2019 |
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Measure the Real Stuff [Episode 55]
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Nov 29, 2019 |
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Do I Need A Coach? [Episode 54]
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Nov 22, 2019 |
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Working On Your Business, In Your Business, and With Your Business [Episode 53]
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Nov 15, 2019 |
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Massive Value - Investments [Episode 52]
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Nov 08, 2019 |
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Is This You? [Episode 51]
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Oct 31, 2019 |
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How To Get Ready For A 3 Month Vacation [Episode 50]
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Oct 25, 2019 |
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Running a Virtual Team [Episode 49]
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Oct 18, 2019 |
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Surge Week - How to Add Value to Your Meetings [Episode 48]
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Oct 11, 2019 |
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Is This Marketing? [Episode 47]
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Oct 04, 2019 |
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Making It Look Easy [Episode 46]
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Sep 27, 2019 |
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Family Time [Episode 45]
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Sep 20, 2019 |
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Mailbag [Episode 44]
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Sep 13, 2019 |
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Effective Delegation - with Gina Cotner [Episode 43]
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Sep 06, 2019 |
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Getting Your TEAM On Board [Episode 42]
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Aug 30, 2019 |
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Massive Value - Fees [Episode 41]
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Aug 23, 2019 |
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Networking: The Good, The Bad, The Ugly [Episode 40]
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Aug 16, 2019 |
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Mailbag [Episode 39]
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Aug 09, 2019 |
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Bad Ideas [Episode 38]
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Aug 02, 2019 |
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Compliance [Episode 37]
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Jul 26, 2019 |
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Mid Quarter Review [Episode 36]
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Jul 19, 2019 |
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Staffing - How to Hire the RIGHT Person [Episode 35]
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Jul 12, 2019 |
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Ground Zero Prospecting [Episode 34]
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Jul 05, 2019 |
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Mailbag [Episode 33]
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Jun 28, 2019 |
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Marketing Mistakes & How to Avoid Them [Episode 32]
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Jun 21, 2019 |
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Staffing [Episode 31]
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Jun 14, 2019 |
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Profitability [Episode 30]
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Jun 07, 2019 |
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How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]
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May 31, 2019 |
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How to Provide High-Value Services - with Ed Slott [Episode 28]
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May 24, 2019 |
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Stop Lying to Yourself [Episode 27]
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May 17, 2019 |
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Appointments Outside of the Surge [Episode 26]
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May 10, 2019 |
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Luck of the Draw [Episode 25]
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May 03, 2019 |
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Let's Talk About Taxes! Part 2 [Episode 24]
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Apr 26, 2019 |
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Let's Talk About Taxes! [Episode 23]
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Apr 12, 2019 |
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To Fee, or Not to Fee? [Episode 22]
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Mar 29, 2019 |
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Account Minimums as a Metric for Finding Ideal Clients [Episode 21]
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Mar 15, 2019 |
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Tips to Maximize Your Return on Time [Episode 20]
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Mar 01, 2019 |
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Stop Pretending to Work [Episode 19]
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Feb 15, 2019 |
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Talking Points for True Communication with Clients [Episode 18]
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Feb 01, 2019 |
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Coaching Your Clients Off the Ledge [Episode 17]
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Jan 18, 2019 |
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5 Business Lessons Learned From Disney World [Episode 16]
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Jan 04, 2019 |
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Confessions of a Wholesaler [Episode 15]
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Dec 21, 2018 |
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When, Why, and How to Fire a Client [Episode 14]
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Dec 07, 2018 |
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A Roadmap for a Value-Driven Financial Plan [Episode 13]
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Nov 23, 2018 |
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Realistic Ruminations on Broker-Dealers [Episode 12]
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Nov 09, 2018 |
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Coach Joe Lukacs Revisited [Episode 11]
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Oct 26, 2018 |
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From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]
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Oct 12, 2018 |
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Don't Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]
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Sep 28, 2018 |
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The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]
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Sep 14, 2018 |
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The Art of Prospecting & Time-Blocking [Episode 7]
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Sep 03, 2018 |
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A Primer for Determining Your Fee Schedule [Episode 6]
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Aug 17, 2018 |
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Always Take the High Road [Episode 5]
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Aug 10, 2018 |
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Systems, Perspectives, and Procrastination: Business Coach John Barron's Advice for Entrepreneurs [Episode 4]
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Aug 03, 2018 |
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The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]
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Jul 27, 2018 |
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Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]
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Jul 20, 2018 |
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What Metrics Should Matter To Your Practice? [Episode 1]
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Mar 13, 2018 |