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The Perfect RIA
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Stop Being Lazy [Episode 211]
30 mins; July 03, 2023
Too Many Clients, Core Values, and Bad Leaders
10 mins; June 30, 2023
Leaders You Shouldn't Follow
38 mins; June 29, 2023
Core Values With Guest Ross Welte
23 mins; June 28, 2023
Why Are 50 Clients Too Many? [Episode 210]
32 mins; June 26, 2023
Creating Content, Simplifying Taxes, and Why Words Matter
10 mins; June 23, 2023
Words Matter
35 mins; June 22, 2023
Making Taxes Easy with Guest Steven Jarvis
25 mins; June 21, 2023
Creating Valuable Content [Episode 209]
20 mins; June 19, 2023
Financial Undressing, Team Building, and Taking Criticism
11 mins; June 16, 2023
Taking Criticism
36 mins; June 15, 2023
Team Building For Financial Advisors With Guest Christine Timms
21 mins; June 14, 2023
Why Financial Undressing Matters [Episode 208]
34 mins; June 12, 2023
Stacking The Odds, Writing Legacy Letters, and Continuous Team Training
11 mins; June 09, 2023
You Didn't Hire Idiots
39 mins; June 08, 2023
The Value Of Writing A Legacy Letter With Guest Blake Brewer
22 mins; June 07, 2023
Stacking The Odds In Your Favor [Episode 207]
39 mins; June 05, 2023
Prospect Process, Forcing Mechanisms, and Unlimited Access
12 mins; June 02, 2023
How You Can Offer Unlimited Access
32 mins; June 01, 2023
Unique Forcing Mechanisms with Guest Dave Zaegel
25 mins; May 31, 2023
Just Cause Your Breath Stinks, Don't Change The Process [Episode 206]
32 mins; May 29, 2023
Walls, Right Fits, And What Will Get You Fired
10 mins; May 26, 2023
What Gets You Fired
42 mins; May 25, 2023
The Right Value And The Right Clients with Guest Jason Speciner
26 mins; May 24, 2023
Wall, What Wall? [Episode 205]
28 mins; May 22, 2023
Surge Abandonment, Content Marketing and Amateur Hour
12 mins; May 19, 2023
Amateur Hour
36 mins; May 18, 2023
Content Marketing With Guest Dave Zoller
23 mins; May 17, 2023
Did Surge Abandon You? [Episode 204]
33 mins; May 15, 2023
Follow Up Friday - The Office Will Burn Down If You Go On Vacation
11 mins; May 12, 2023
Worlds to Conquer - When #$@# Goes Wrong
30 mins; May 11, 2023
What Works Wednesday - The Seller's Journey With Guest Denise Logan
23 mins; May 10, 2023
The Office Will Burn Down If You Go On Vacation [Episode 203]
28 mins; May 08, 2023
Follow Up Friday - Do You Even Have Credibility?
12 mins; May 05, 2023
Worlds To Conquer - Chasing Money VS. Delivering Massive Value
27 mins; May 04, 2023
What Works Wednesday - Working Past Limitations With Guest David Edmisten
24 mins; May 03, 2023
Do You Even Have Credibility? [Episode 202]
35 mins; May 01, 2023
Follow Up Friday - Why Aren't You Delegating To A Virtual Assistant?
14 mins; April 28, 2023
Worlds to Conquer - Client Events and Executive Assistants
35 mins; April 27, 2023
What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino
31 mins; April 26, 2023
Why Aren't You Delegating To A Virtual Assistant? [Episode 201]
23 mins; April 24, 2023
Follow Up Friday - F*ing WORK!
12 mins; April 21, 2023
Worlds to Conquer - Executive Assistants And Email Delegation
30 mins; April 20, 2023
What Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis
24 mins; April 19, 2023
F*ing WORK! [Episode 200]
30 mins; April 17, 2023
Follow Up Friday - Delegation 101
11 mins; April 14, 2023
Worlds to Conquer - Do You Need An Executive Or Virtual Assistant?
37 mins; April 13, 2023
What Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein
27 mins; April 12, 2023
Delegation 101 [Episode 199]
26 mins; April 10, 2023
Follow Up Friday - What To Do When You're Out Of The Office
14 mins; April 07, 2023
Worlds to Conquer - 10X Your Practice - A Financial Advisor's Perfect Week
39 mins; April 06, 2023
What Works Wednesday - Education Planning With Guest Fred Amrein
22 mins; April 05, 2023
What To Do When You're Out Of The Office [Episode 198]
25 mins; April 03, 2023
Follow Up Friday - 10X Your Practice By Going Old School
12 mins; March 31, 2023
Worlds To Conquer - What Is BackStage Pass?
33 mins; March 30, 2023
What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat
30 mins; March 29, 2023
10X Your Practice By Going Old School [Episode 197]
29 mins; March 27, 2023
Follow Up Friday - Moving The Needle
13 mins; March 24, 2023
Worlds to Conquer - Stop Being A Slacker
36 mins; March 23, 2023
What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA
34 mins; March 22, 2023
Moving The Needle [Episode 196]
32 mins; March 20, 2023
Follow Up Friday - 10X Your Practice
13 mins; March 17, 2023
Worlds to Conquer - Change Happens When Four Things Occur In Your Life
33 mins; March 16, 2023
What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet
31 mins; March 15, 2023
10X Your Practice [Episode 195]
33 mins; March 13, 2023
Follow Up Friday - Lifestyle Is Worth Less Than Wirehouse
11 mins; March 10, 2023
Worlds to Conquer - Are You Ready To 10X Your Practice?
26 mins; March 09, 2023
What Works Wednesday - Finding Fulfillment With Coach Brett Baughman
35 mins; March 08, 2023
Lifestyle Is Worth Less Than Wirehouse [Episode 194]
30 mins; March 06, 2023
Follow Up Friday - What Is Too Much Value?
12 mins; March 03, 2023
Worlds to Conquer - Your Surge Questions Answered
36 mins; March 02, 2023
What Works Wednesday - Client Events With Chad Hufford
42 mins; March 01, 2023
What Is Too Much Value? [Episode 193]
29 mins; February 27, 2023
Follow Up Friday - We Don't Need Surge, We Need Prospects
14 mins; February 24, 2023
Worlds to Conquer - A Detailed Look At Surge
41 mins; February 23, 2023
What Works Wednesday - Creating A Surge Process That Works For You With John Mason
20 mins; February 22, 2023
We Don't Need Surge, We Need Prospects [Episode 192]
27 mins; February 20, 2023
Follow Up Friday - Your Q1 Surge Plan
13 mins; February 17, 2023
Worlds to Conquer - Surge And Questions For Your Team
34 mins; February 16, 2023
What Works Wednesday - The Advisor Path With Ben VerWys
18 mins; February 15, 2023
Your Q1 Surge Plan [Episode 191]
30 mins; February 13, 2023
Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks
13 mins; February 10, 2023
Worlds to Conquer - Surge: Schedules and Teams
39 mins; February 09, 2023
What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris
20 mins; February 08, 2023
Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]
27 mins; February 06, 2023
Follow Up Friday - What If You HAD To Double Your Productivity?!?
12 mins; February 03, 2023
Worlds to Conquer - Defining Value With Your Team
28 mins; February 02, 2023
What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman
21 mins; February 01, 2023
What If You HAD To Double Your Productivity?!? [Episode 189]
28 mins; January 30, 2023
Follow Up Friday - The Goal Of The Perfect RIA
12 mins; January 27, 2023
Worlds to Conquer - Getting Uncomfortable With Your Goals
37 mins; January 26, 2023
What Works Wednesday - Deal Structures and Trends In The M&A Market
23 mins; January 25, 2023
The Goal Of The Perfect RIA [Episode 188]
25 mins; January 23, 2023
Follow Up Friday - Why Is Playing Office Such An Evil?!?
12 mins; January 20, 2023
Worlds to Conquer - Goals And Productivity
29 mins; January 19, 2023
What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau
18 mins; January 18, 2023
Why Is Playing Office Such An Evil?!? [Episode 187]
26 mins; January 16, 2023
Follow Up Friday - Tax Planning In 2023
13 mins; January 13, 2023
Worlds to Conquer - Goal Setting: Email And Chat
27 mins; January 12, 2023
What Works Wednesday - Creating Systems and Processes With Cameo Roberson
17 mins; January 11, 2023
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