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The Perfect RIA
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Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]
29 mins; April 28, 2025
Relationship Currency: Converting Cash Flow Conversations into Client Loyalty
7 mins; April 25, 2025
Value Beyond The Meeting [Episode 305]
25 mins; April 21, 2025
The Value-Add Ladder and Exit Strategies of the Ultra-Successful
8 mins; April 18, 2025
Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino
32 mins; April 17, 2025
Ranking Value Adds: Easy Wins and Game Changers [Episode 304]
26 mins; April 14, 2025
Navigating Compliance and Cash Flow: The S-Corp Edition
4 mins; April 11, 2025
The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]
25 mins; April 07, 2025
The Art of Firing Clients
5 mins; April 04, 2025
Why Or When To Fire A Client [Episode 302]
27 mins; March 31, 2025
The Advisor's Time Trap: Escaping the DIY Bookkeeping Cycle
6 mins; March 28, 2025
Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]
29 mins; March 24, 2025
Culture, Clients, and Complementary Skills
5 mins; March 21, 2025
The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
28 mins; March 17, 2025
Financial Undressing: What Your Practice Valuation is Really Wearing
8 mins; March 14, 2025
Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin
29 mins; March 13, 2025
You're Not Taylor Swift [Episode 299]
22 mins; March 10, 2025
The Broken Dealer's Guide to Independence (And When to Stay Put)
5 mins; March 07, 2025
The Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298]
28 mins; March 03, 2025
Why Your Value Proposition Matters More Than Your Fee
5 mins; February 28, 2025
The Fees Are Only Up Because The Market Is Up… [Episode 297]
25 mins; February 24, 2025
Goal Setting Gone Right: Stop Faking It, Start Making It
6 mins; February 21, 2025
From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]
31 mins; February 17, 2025
Why Two Advisors Decided to Spill Their Secrets
6 mins; February 14, 2025
Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]
29 mins; February 10, 2025
Estate Planning: From Checkbox to Cornerstone
6 mins; February 07, 2025
A Trust Will Solve All My Problems… [Episode 294]
24 mins; February 03, 2025
Beyond the Numbers: The Human Side of Retiring
6 mins; January 31, 2025
The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]
29 mins; January 27, 2025
Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline
6 mins; January 24, 2025
So, How Will You Get All Those New Clients? [Episode 292]
26 mins; January 20, 2025
Why Clients Leave (And How to Keep Them)
6 mins; January 17, 2025
What Was Your NET Client Flow In 2024? [Episode 291]
23 mins; January 13, 2025
Entitlement vs. Intention
5 mins; January 10, 2025
What You Are Entitled To In 2025 [Episode 290]
22 mins; January 06, 2025
Soft Skills, Hard Truths
6 mins; January 03, 2025
Don't Worry, I Can Skip The Soft Stuff [Episode 289]
28 mins; December 30, 2024
How Comfort Zones and Wishful Thinking Impact Your Growth
7 mins; December 27, 2024
Encore Episode: Goals and Productivity
28 mins; December 26, 2024
Yes, There is One Silver Bullet [Episode 288]
20 mins; December 23, 2024
Historical Hindsight and Setting Strategic Goals
6 mins; December 20, 2024
Encore Episode: Goal Setting
33 mins; December 19, 2024
The Role of History in Financial Advising With Guest Mark Higgins [Episode 287]
29 mins; December 16, 2024
Pricing Your Worth and a Guide to Year-End Planning
6 mins; December 13, 2024
Show Me Your EBITDA
30 mins; December 12, 2024
Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]
33 mins; December 09, 2024
From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets
6 mins; December 06, 2024
Year-End Business Planning How To
33 mins; December 05, 2024
Compliance 'Adverse' [Episode 285]
25 mins; December 02, 2024
Crypto Conversations and Client Selection
6 mins; November 29, 2024
Encore Episode: Who Are Your Prospects?
39 mins; November 28, 2024
Bitcoin [Episode 284]
22 mins; November 25, 2024
Leveling Up Leadership and Letting Go of Limits
7 mins; November 22, 2024
Whose Table Do You Want a Seat At?
49 mins; November 21, 2024
Mastering the Art of Delegation with BELAY's Lisa Seal [Episdoe 283]
30 mins; November 18, 2024
Building Your Dream RIA and Debunking the Perfect Balance Myth
6 mins; November 15, 2024
Drama, Drama, Drama
31 mins; November 14, 2024
Education, Independence, and Growth with Guest Ryan Morrissey [Episode 282]
24 mins; November 11, 2024
Power Moves: Smart Business Planning and Savvy Hiring
7 mins; November 08, 2024
What Are We Paying Employees?
38 mins; November 07, 2024
A Failure to Plan is a Plan to Fail [Episode 281]
28 mins; November 04, 2024
Bitcoin Battles and Value Add Victories
5 mins; November 01, 2024
Encore Episode: Managing Value Adds In Surge
24 mins; October 31, 2024
The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]
51 mins; October 28, 2024
Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising
7 mins; October 25, 2024
A Tangent with Floyd Shilanski
36 mins; October 24, 2024
Learning Opportunity or Time To Go [Episode 279]
28 mins; October 21, 2024
The Devil's in the Details: Mastering Professionalism and Digital Discipline
6 mins; October 18, 2024
Is This The Grind?
29 mins; October 17, 2024
Yes, It Is Your Dress [Episode 278]
25 mins; October 14, 2024
Avoiding Common Advisor Pitfalls and Embracing Sales Excellence
7 mins; October 11, 2024
The Art of Selling- Mastering Communication for Sales Success for People in Finance
27 mins; October 10, 2024
From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
29 mins; October 07, 2024
Unique Abilities and Unbreakable Rules for Advisor Success
7 mins; October 04, 2024
What Rules Apply And To Who? Leaders Answer
26 mins; October 03, 2024
Unlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276]
35 mins; September 30, 2024
The Annuity Landscape and Savvy Hiring
8 mins; September 27, 2024
Hire or Fire?
30 mins; September 26, 2024
Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]
35 mins; September 23, 2024
Balancing Acts: From Bookkeeping Basics to Professional Growth
8 mins; September 20, 2024
I Have No Time
28 mins; September 19, 2024
Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]
27 mins; September 16, 2024
From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition
7 mins; September 13, 2024
Fire Them Already!
42 mins; September 12, 2024
Daydreaming Won't Make You a Successful Financial Advisor [Episode 273]
22 mins; September 09, 2024
The Value Equation: Enhancing Client Experiences and Advisor Self-Worth
8 mins; September 06, 2024
Mindset Mastery: Overcoming Barriers to Charging Premium Fees
37 mins; September 05, 2024
Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]
27 mins; September 02, 2024
Your True North and Building a Legacy Practice
7 mins; August 30, 2024
Building an Enterprise Office
26 mins; August 29, 2024
True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]
35 mins; August 26, 2024
The Power of Personal Growth,Value Adds and Freedom in Your Practice
7 mins; August 23, 2024
Will I Ever Experience Freedom as a Business Owner?
29 mins; August 22, 2024
The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]
31 mins; August 19, 2024
From Invisible to Invaluable: Your Marketing Efforts and Growth Strategies
8 mins; August 16, 2024
How to Grow Your Practice
30 mins; August 15, 2024
Not Bringing on New Clients? It's Because You're Playing Office [Episode 269]
24 mins; August 12, 2024
Seamlessly Integrating Estate Planning and Building Client Trust
5 mins; August 09, 2024
The Power of Authority - Why We Follow Experts
18 mins; August 08, 2024
Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]
25 mins; August 05, 2024
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