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The Perfect RIA
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The Twelve Days of TPR Christmas [Episode 236]
28 mins; December 25, 2023
Mastering Client Communication, Growth Strategies, and Team Resilience
11 mins; December 22, 2023
Burnout Is For Wimps
33 mins; December 21, 2023
Wholesaler Who Saw The Light With Guest Anthony Zanetti
27 mins; December 20, 2023
Do NOT Say That To A Client [Episode 235]
29 mins; December 18, 2023
Impactful Meetings, Wholesaler Perspectives, and Client Retention
11 mins; December 15, 2023
Are You Sticky?
30 mins; December 14, 2023
Confessions Of A Wholesaler with Guest Greg Goin
24 mins; December 13, 2023
Two Most Important Parts of a Surge Meeting [Episode 234]
32 mins; December 11, 2023
Value Delivery, Transformative Coaching, and Navigating Legal Challenges
11 mins; December 08, 2023
Stupid Games = Stupid Prizes
36 mins; December 07, 2023
The Power of Coaching With Guest Scott Rusnak
27 mins; December 06, 2023
Value Sledgehammer or Volume Sucker Punch? [Episode 233]
27 mins; December 04, 2023
Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth
10 mins; December 01, 2023
Acts Of Service
34 mins; November 30, 2023
The Complexity Curve with Guest Paul Saganey
32 mins; November 29, 2023
Throwback: Asking Questions That Matter For Estate Planning
40 mins; November 27, 2023
Mastering Communication, Delegation Secrets, and Personal Growth
11 mins; November 24, 2023
Showin' Up For A Fight
25 mins; November 23, 2023
Delegating for Success with Guest Karen Stewart
20 mins; November 22, 2023
How To Get More At-Bats [Episode 231]
28 mins; November 20, 2023
Transparency, Energy Awareness, and Practicing Value Adds
11 mins; November 17, 2023
Trust But Verify
46 mins; November 16, 2023
Event Planning and Energy Mastery with Guest Kat Eletskikh
21 mins; November 15, 2023
So Is This What You Do In YOUR Practice? [Episode 230]
28 mins; November 13, 2023
Mastering Time, Evolving Beliefs, and Conference Connections
11 mins; November 10, 2023
Jiving With Jennifer
22 mins; November 09, 2023
The Power Of Beliefs With Guest Wayne Firebaugh
22 mins; November 08, 2023
Mastering Time with Guest Michael Kitces [Episode 229]
26 mins; November 06, 2023
Prospect Objections, Consistency, and Effective Marketing
10 mins; November 03, 2023
It Takes 6 Months Bruh
24 mins; November 02, 2023
Harnessing Consistency for Success with Guest Evan Mayer
22 mins; November 01, 2023
What Are Prospects ACTUALLY Saying [Episode 228]
28 mins; October 30, 2023
Business Planning, Effective Communication, and The Human Element
11 mins; October 27, 2023
Talking Sugar Honey Ice Tea
25 mins; October 26, 2023
Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin
28 mins; October 25, 2023
Location, Location, Location [Episode 227]
32 mins; October 23, 2023
Extreme Accountability, Leadership, and Client Relations
11 mins; October 20, 2023
You're Pi$$ing Me Off - Part 2
37 mins; October 19, 2023
Navigating Leadership Waters with Guest Carlos Mendez
25 mins; October 18, 2023
Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226]
23 mins; October 16, 2023
Quantifying Success, Recruitment, and Effective Leadership
13 mins; October 13, 2023
You're Pi$$ing Me Off - Part 1
31 mins; October 12, 2023
Recruitment Strategies and Talent Retention with Guest Yosef Colish
31 mins; October 11, 2023
Measure What Really Matters? [Episode 225]
31 mins; October 09, 2023
Exceptions, Mindset, and Owning Who You Are
13 mins; October 06, 2023
Own It Already!
24 mins; October 05, 2023
Raising Your Gaze and Being Coachable with Guest Nic Yeomans
28 mins; October 04, 2023
A Disturbance In The Force… [Episode 224]
31 mins; October 02, 2023
The Real Deal on Investments, Bookkeeping, and Succession Planning
11 mins; September 29, 2023
Succe$$ion
27 mins; September 28, 2023
Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld
26 mins; September 27, 2023
My Investments Are Bigger Than Yours [Episode 223]
28 mins; September 25, 2023
Decoding Delegation, Client Themes, and Hiring Wisdom
13 mins; September 22, 2023
You Promised What?!
25 mins; September 21, 2023
The Power of Working in Themes with Guest Libby Greiwe
18 mins; September 20, 2023
Common Assistant (Team) Myths [Episode 222]
32 mins; September 18, 2023
Surge Success, Epic Adventures, And Humility
12 mins; September 15, 2023
Curious ?'s
29 mins; September 14, 2023
Journey Beyond The Doorstep Mile With Guest Charlie Walker
23 mins; September 13, 2023
Wait? Surge Again? Hell Yeah! [Episode 221]
32 mins; September 11, 2023
Decoding Value, Compliance Insights, and Leadership Guidance
11 mins; September 08, 2023
You May Be The Problem
40 mins; September 07, 2023
Sunlight Is The Best Disinfectant - Compliance Talk with Guest Chris Stanley
21 mins; September 06, 2023
STOP Delivering Value! [Episode 220]
28 mins; September 04, 2023
Tax Projections, Crushing the Noise, and Mastering Client Onboarding
11 mins; September 01, 2023
Dude, You Started It!
37 mins; August 31, 2023
Cutting Through the Noise With Guest Matt Halloran
22 mins; August 30, 2023
You Can't Do A Tax Projection Without Software…Or Can You? [Episode 219]
36 mins; August 28, 2023
Prospecting, Overcoming Fears, and Sharing Your Voice
13 mins; August 25, 2023
Stop Being A Failure
19 mins; August 24, 2023
Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor
24 mins; August 23, 2023
You Thought It Would Be Easy…[Episode 218]
31 mins; August 21, 2023
DIYers, Navigating Challenges and Delivering Value in Client Interactions
11 mins; August 18, 2023
Fricken DIY'ers
29 mins; August 17, 2023
Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima
33 mins; August 16, 2023
Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]
33 mins; August 14, 2023
Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!
11 mins; August 11, 2023
No One Wants To Talk To You
32 mins; August 10, 2023
Unleashing the Power of Virtual Assistants with Guest Karen Stewart
25 mins; August 09, 2023
Conquer or Crumble: How's Your Prospecting Going? [Episode 216]
29 mins; August 07, 2023
Small Details, Custodians, and What To Say
13 mins; August 04, 2023
Say This
35 mins; August 03, 2023
Disrupting Giants With Guest Jason Wenk
28 mins; August 02, 2023
It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]
30 mins; July 31, 2023
Rockstar Teams, Trainings, and Career Enterprise Value
12 mins; July 28, 2023
My Team S*&!S
32 mins; July 27, 2023
Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond
24 mins; July 26, 2023
How To Train Your Team [Episode 214]
30 mins; July 24, 2023
Success Strategies, Client Value, and Niche Mastery
13 mins; July 21, 2023
Niche Slapping Time
39 mins; July 20, 2023
Unlocking Advisor Success & Adding Six Figures With Guest Sten Morgan
25 mins; July 19, 2023
Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]
34 mins; July 17, 2023
10Xing, Technology, and Toxic Charity
12 mins; July 14, 2023
Charity Is Toxic?
34 mins; July 13, 2023
Leveraging Technology With Guest Ben Goss
28 mins; July 12, 2023
Trying To 10X? Just Do The Work! [Episode 212]
27 mins; July 10, 2023
Laziness, Continuous Practice, and Keeping Your Routines
12 mins; July 07, 2023
God Didn't Make Tables!
31 mins; July 06, 2023
Improving Through Mentorship And Practice With Brady Bassford
27 mins; July 05, 2023
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