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The Perfect RIA
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The Real Risks of Retirement With Derek Tharp
32 mins; April 02, 2026
Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
33 mins; March 26, 2026
Encore Episode: You Are Only Cheating Yourself
29 mins; March 23, 2026
From Struggle to Seven Figures: Aaron Schmerling's Journey
30 mins; March 19, 2026
Encore Episode: When Value Adds Go Wrong
24 mins; March 16, 2026
The Future of Financial Advisory Practices With Scott DiGiammarino
27 mins; March 12, 2026
Encore Episode: The Perfect Surge Dates
31 mins; March 09, 2026
Maximizing Productivity with AI and Delegation With Kyle Willis
31 mins; March 05, 2026
It's The End Of The World… What Do We Do? [Episode 349]
30 mins; March 02, 2026
Why Every Advisor Needs to Create Content [Episode 348]
28 mins; February 23, 2026
The Ethics of Business Transitions With Brian Hanks
27 mins; February 19, 2026
The Best Fee Script Ever [Episode 347]
27 mins; February 16, 2026
Understanding Valuation Trends in Today's Market With John Poole
24 mins; February 12, 2026
The Longevity Factor in Retirement With Brian Smith
31 mins; February 05, 2026
The Integrity of Meeting Timeliness [Episode 346]
27 mins; February 02, 2026
Client Retention Strategies With Shelby Nicholl [Episode 345]
34 mins; January 26, 2026
The Power of Niche With Joe Curry
24 mins; January 22, 2026
Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]
28 mins; January 19, 2026
Negotiating Deal Terms With Peter Velardi
33 mins; January 15, 2026
Stop Defending Your Head Trash! [Episode 343]
24 mins; January 12, 2026
The Software Dilemma in Financial Planning [Episode 342]
29 mins; January 05, 2026
Embracing Failure: Lessons from Million Dollar Producers [Episode 341]
30 mins; December 29, 2025
Encore Episode: Why Advisors Fail
29 mins; December 26, 2025
Transforming Financial Planning Practices with Sten Morgan [Episode 340]
32 mins; December 22, 2025
Encore Episode: Tips from the Trenches - Taxes
4 mins; December 19, 2025
Tax Planning at Scale [Episode 339]
32 mins; December 15, 2025
Encore Episode: You Didn't Hire Idiots
71 hours 24 mins; December 12, 2025
Creative Deal Structuring for Advisors With Scott DiGiammarino
31 mins; December 11, 2025
The Power of Experimentation in Financial Planning With Art Turock [Episode 338]
30 mins; December 08, 2025
Encore Episode:The Godfather: Michael Kitces
43 mins; December 05, 2025
Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
28 mins; December 01, 2025
Encore Episode: What Are We Paying Employees?
38 mins; November 28, 2025
Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336]
33 mins; November 24, 2025
Encore Episode: You May Be The Problem
40 mins; November 21, 2025
Discipline Equals… Money? [Episode 335]
27 mins; November 17, 2025
Encore Episode: Team Building For Financial Advisors With Guest Christine Timms
21 mins; November 14, 2025
Hiring an Executive Assistant With Karen Stewart [Episode 334]
32 mins; November 10, 2025
Encore Episode: Measure What Really Matters?
29 mins; November 07, 2025
Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]
27 mins; November 03, 2025
Encore Episode: Leveraging Technology With Guest Ben Goss
28 mins; October 31, 2025
Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
28 mins; October 27, 2025
Encore Episode: So Is This What You Do In YOUR Practice?
27 mins; October 24, 2025
The Importance of Risk Management in Financial Planning With Justin Smith
30 mins; October 23, 2025
Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]
34 mins; October 20, 2025
Encore Episode: Client Relationships And Connections With Guest David Gow
24 mins; October 17, 2025
The Shift from Cash Flow to Wealth with John Poole
30 mins; October 16, 2025
Navigating the Future of Financial Planning With Seth Streeter [Episode 330]
25 mins; October 13, 2025
Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty
23 mins; October 10, 2025
Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
30 mins; October 06, 2025
Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees
37 mins; October 03, 2025
Mastering Fees in Financial Advisory [Episode328]
25 mins; September 29, 2025
Encore Episode: Should I Fire My Team?
30 mins; September 26, 2025
Navigating Team Dynamics: Lessons in Leadership [Episode 327]
22 mins; September 22, 2025
Encore Episode: When Prospecting Goes Wrong
26 mins; September 19, 2025
100 Reasons Prospects Say No [Episode 326]
23 mins; September 15, 2025
Encore Episode: How To Train Your Team
30 mins; September 12, 2025
The Importance of De-risking Your Practice With Ted Jenkin
28 mins; September 11, 2025
Discipline Equals Freedom: The Key to Success [Episode 325]
26 mins; September 08, 2025
Encore Episode: Business Planning
31 mins; September 05, 2025
The Future of Financial Advising with Shelby Nicholl [Episode 324]
25 mins; September 01, 2025
Encore Episode: Stop Talking Yourself Out Of The Sale!
19 mins; August 29, 2025
Counting the Reps: The Key to Growth [Episode 323]
27 mins; August 25, 2025
Encore Episode: Why Aren't You Delegating To A Virtual Assistant?
21 mins; August 22, 2025
Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell
33 mins; August 21, 2025
Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]
23 mins; August 18, 2025
Encore Episode: Did Surge Abandon You?
32 mins; August 15, 2025
Valuations in a Changing Market With Scott DiGiammarino
32 mins; August 14, 2025
Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]
29 mins; August 11, 2025
Encore Episode: How Surge Works For New Relationships And Clients.
26 mins; August 08, 2025
The Power of Relationships in Wealth Management with Scott Danner [Episode 320]
35 mins; August 04, 2025
Encore Episode: The Right Size Financial Plan
31 mins; August 01, 2025
The Philosophy of Financial Planning with Peter Tiboris [Episode 319]
28 mins; July 28, 2025
Encore Episode: Why Advisors Lose Clients
35 mins; July 25, 2025
How to Get More Clients This Summer [Episode 318]
27 mins; July 21, 2025
Encore Episode: What Are Prospects ACTUALLY Saying
26 mins; July 18, 2025
The M&A Playbook for Financial Advisors with Ted Jenkin
28 mins; July 17, 2025
Prospecting That Works [Episode 317]
25 mins; July 14, 2025
Encore Episode: How Are You Accountable When You Make a Client Mistake?
27 mins; July 11, 2025
Navigating Client Mistakes: A Guide for Advisors [Episodes 316]
27 mins; July 07, 2025
Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin
26 mins; July 04, 2025
From Business to Freedom With Jerome Myers [Episode 315]
30 mins; June 30, 2025
Encore episode - Why Don't I Have More Prospects?!?
20 mins; June 27, 2025
Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]
29 mins; June 23, 2025
Encore Episode: You Said What In A Client Meeting?!
30 mins; June 20, 2025
Not Everyone Needs a Niche [Episode 313]
27 mins; June 16, 2025
Encore episode - Client Segmentation
24 mins; June 13, 2025
Navigating the New Era of Financial Advisory With Peter Velardi
29 mins; June 12, 2025
Work-Life Balance with Guest Dustin Frost [Episode 312]
30 mins; June 09, 2025
Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate?
32 mins; June 06, 2025
Lean Learning and Building True Fans with Pat Flynn [Episode 311]
26 mins; June 02, 2025
Encore Episode: What Is The Perfect RIA?
26 mins; May 30, 2025
Navigating The M&A Landscape With Jessica Polito [Episode 310]
28 mins; May 26, 2025
Encore episode - Double Your Practice
20 mins; May 23, 2025
The Art of Taking Time Off [Episode 309]
27 mins; May 19, 2025
Encore episode - You Drank a Soda in a Client Meeting?!?
30 mins; May 16, 2025
Bonus Episode: The Numbers Behind Financial Success
25 mins; May 15, 2025
The Critical Role of Talent in Advisory Firms [Episode 308]
27 mins; May 12, 2025
Encore episode - How Did I Lose $50,000 This Month!?!
27 mins; May 09, 2025
The Hard Truths of Success [Episode 307]
28 mins; May 05, 2025
Encore episode - How To Communicate Your Value To Clients [Episode 172]
29 mins; May 02, 2025
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