Menu
The Perfect RIA
Podcast image
What Makes a Portfolio Successful and the Rule of Two
8 mins; August 02, 2024
Why Advisors Lose Clients
35 mins; August 01, 2024
All Investment Management is Playing Office [Episode 267]
30 mins; July 29, 2024
Dodging IRA Disasters and Fostering Team Synergy
8 mins; July 26, 2024
Employees: Following Up or Nagging? Is There a Difference?
36 mins; July 25, 2024
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
28 mins; July 22, 2024
Understanding Annuities and the Characteristics of Successful Leaders
6 mins; July 19, 2024
How to Achieve Success in 2 Steps
40 mins; July 18, 2024
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
26 mins; July 15, 2024
Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room
7 mins; July 12, 2024
Decision Fatigue
28 mins; July 11, 2024
You Are Only Cheating Yourself [Episode 264]
30 mins; July 08, 2024
Why Authenticity Matters and Family Financial Dynamics
6 mins; July 05, 2024
When You Earn More Than Your Spouse - Navigating Income Disparity
37 mins; July 04, 2024
The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]
30 mins; July 01, 2024
Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility
7 mins; June 28, 2024
Your Vocation Should Pay For Your Avocations
25 mins; June 27, 2024
The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]
32 mins; June 24, 2024
Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice
8 mins; June 21, 2024
Marketing. What Works For Financial Advisors?
31 mins; June 20, 2024
Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]
28 mins; June 17, 2024
Maximizing Valuations and Smart Business Planning
6 mins; June 14, 2024
How Your LLC Fails
29 mins; June 13, 2024
Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]
27 mins; June 10, 2024
Overcoming Head Trash and Building Lucrative CPA Relationships
9 mins; June 07, 2024
Encore Episode: Dealing with Head Trash
35 mins; June 06, 2024
Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259]
30 mins; June 03, 2024
It's All About That Prospect: Being Intentional and Gathering Information
8 mins; May 31, 2024
Encore Episode: New Client Onboarding - What Information New Prospects and Clients Provide
41 mins; May 30, 2024
What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]
30 mins; May 27, 2024
Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes
7 mins; May 24, 2024
Encore Episode: Client Onboarding - Creating A Solid Foundation
34 mins; May 23, 2024
Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]
30 mins; May 20, 2024
Enhancing Client Communication and Interactions
6 mins; May 17, 2024
The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters
29 mins; May 16, 2024
Bad Ways to Answer Clients [Episode 256]
28 mins; May 13, 2024
Crafting Your Investments and Marketing Communication
7 mins; May 10, 2024
When Marketing Works
31 mins; May 09, 2024
How Investments Work With Your Clients [Episode 255]
29 mins; May 06, 2024
Strategic Client Onboarding and Enhancing Tax-Related Value
7 mins; May 03, 2024
Creating Value Adds from the Tax Return
30 mins; May 02, 2024
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
22 mins; April 29, 2024
How Relationships Fuel Growth and The Role of Accountability
7 mins; April 26, 2024
How Are You Accountable When You Make a Client Mistake?
27 mins; April 25, 2024
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
22 mins; April 22, 2024
Upgrade Opportunities and Lessons in Criticism
8 mins; April 19, 2024
How To Take A Hit
35 mins; April 18, 2024
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
27 mins; April 15, 2024
Communicating Through Uncertainty and Filtering Advice
7 mins; April 12, 2024
You Can't Say That!
26 mins; April 11, 2024
Economic Commentary
25 mins; April 08, 2024
Standout Prospect Meetings and Documentation for the Win
9 mins; April 05, 2024
Not Documented, Not Done
36 mins; April 04, 2024
Throwback: Show Me The Beef! [Episode 250]
34 mins; April 01, 2024
Relationship Building and Preventing Failures with Surge
7 mins; March 29, 2024
How Surge Fails
38 mins; March 28, 2024
Client Relationships And Connections With Guest David Gow [Episode 249]
25 mins; March 25, 2024
Communicating Roth Conversions and The Best Time for Surge
7 mins; March 22, 2024
The Perfect Surge Dates
31 mins; March 21, 2024
Throwback: Roth Conversions [Episode 248]
35 mins; March 18, 2024
Genuine Communication and Prospecting Pitfalls
7 mins; March 15, 2024
When Prospecting Goes Wrong
26 mins; March 14, 2024
Communication, Not Sales [Episode 247]
29 mins; March 11, 2024
Talent Acquisition and Profitable Prospect Meetings
8 mins; March 08, 2024
Charging For Prospect Meetings
36 mins; March 07, 2024
Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
28 mins; March 04, 2024
Prospecting and Pregame Strategies
8 mins; March 01, 2024
Prospecting That Works for Advisors
29 mins; February 29, 2024
Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
21 mins; February 26, 2024
Masterminds and Navigating Nepotism in the Workplace
9 mins; February 23, 2024
Should I Let My Kids Work For Me?
35 mins; February 22, 2024
The Power of Masterminds with Guest Aaron Walker [Episode 244]
26 mins; February 19, 2024
Crisis Preparedness and Disaster Recovery
9 mins; February 16, 2024
Sinking Ships
39 mins; February 15, 2024
No One Will Fix It For You [Episode 243]
31 mins; February 12, 2024
Navigating the Prospect Process and Employee Compensation Conversations
8 mins; February 09, 2024
How To Negotiate Your Pay
50 mins; February 08, 2024
Creating a Prospect Process that Works with Guest John Barron [Episode 242]
30 mins; February 05, 2024
Destructive Alerts and The Art of Employee Firings
10 mins; February 02, 2024
How to Fire Someone
49 mins; February 01, 2024
Only Fools Get Alerts [Episode 241]
35 mins; January 29, 2024
Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias
11 mins; January 26, 2024
Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits
30 mins; January 25, 2024
Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff
26 mins; January 24, 2024
Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]
29 mins; January 22, 2024
Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
13 mins; January 19, 2024
BS Business Advice About Building Teams
32 mins; January 18, 2024
Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison
28 mins; January 17, 2024
What Does Profitability Really Look Like? [Episode 239]
33 mins; January 15, 2024
Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids
13 mins; January 12, 2024
Empowering Futures: Goal-Setting Strategies for Young Adults
32 mins; January 11, 2024
Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
24 mins; January 10, 2024
Prospect Process - Why Prospects Say No [Episode 238]
33 mins; January 08, 2024
New Year Goals, High Achiever Coaching, and Team Appreciation Languages
10 mins; January 05, 2024
High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages
27 mins; January 04, 2024
Coaching High Achievers with Guest Rhonda Farr
26 mins; January 03, 2024
New Year - New You [Episode 237]
30 mins; January 01, 2024
Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers
12 mins; December 29, 2023
Job Offers
35 mins; December 28, 2023
Becoming An Inclusive Leader with Guest Kameka McLean
30 mins; December 27, 2023
Click here to see more
Useful pages

Apply to teach

Reviews

Help & FAQs

Blog

Spanish Podcast

French Podcast

Italian Podcast

About Us

Contact Us

Terms & Privacy

Find a tutor

Arabic tutors

Chinese tutors

Dutch tutors

English tutors

French tutors

German tutors

Greek tutors

Italian tutors

Japanese tutors

Korean tutors

Portuguese tutors

Romanian tutors

Russian tutors

Spanish tutors

Swedish tutors

Thai tutors

More languages soon!

Languages

Learn Arabic

Learn Chinese

Learn Dutch

Learn English

Learn French

Learn German

Learn Greek

Learn Italian

Learn Japanese

Learn Korean

Learn Portuguese

Learn Romanian

Learn Russian

Learn Spanish

Learn Swedish

Learn Thai

© 2026 LanguaTalk, All Rights Reserved