Menu
The Perfect RIA
Podcast image
Tax Planning In 2023 [Episode 186]
31 mins; January 09, 2023
Follow Up Friday - You Are Playing Office, Here's How To Tell
11 mins; January 06, 2023
Worlds to Conquer - Goal Setting
36 mins; January 05, 2023
What Works Wednesday - Focusing On Positivity With Rich Chen
21 mins; January 04, 2023
You Are Playing Office, Here's How To Tell [Episode 185]
28 mins; January 02, 2023
Follow Up Friday - Was 2022 Your Best Year Ever?
12 mins; December 30, 2022
Worlds to Conquer - Family Offices Q&A
40 mins; December 29, 2022
What Works Wednesday - Leading Advisors With Dustin Corrente
29 mins; December 28, 2022
Was 2022 Your Best Year Ever? [Episode 184]
29 mins; December 26, 2022
Follow Up Friday - Surge - What If It Works?
8 mins; December 23, 2022
Worlds to Conquer - Growing Up In A Family Office With Lane Wild
46 mins; December 22, 2022
What Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace
25 mins; December 21, 2022
Surge - What If It Works? [Episode 183]
30 mins; December 19, 2022
Follow Up Friday - Why Are Value Adds Amazing?!
12 mins; December 16, 2022
Worlds to Conquer - Family Offices: An Interview With Floyd Shilanski
42 mins; December 15, 2022
What Works Wednesday - Small Business Planning With Steven Jarvis, CPA
31 mins; December 14, 2022
Why Are Value Adds Amazing?! [Episode 182]
29 mins; December 12, 2022
Follow Up Friday - Value Adds: Buckets and Guardrails
11 mins; December 09, 2022
Worlds to Conquer - Family Offices
40 mins; December 08, 2022
What Works Wednesday - Creating Habits With Lindsay Picone
22 mins; December 07, 2022
Value Adds: Buckets and Guardrails [Episode 181]
19 mins; December 05, 2022
Follow Up Friday - When Value Adds Go Wrong
12 mins; December 02, 2022
Worlds to Conquer - Training Your Team
23 mins; December 01, 2022
What Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew Daugherty
23 mins; November 30, 2022
When Value Adds Go Wrong [Episode 180]
24 mins; November 28, 2022
Follow Up Friday - The Retirement Income Timeline
14 mins; November 25, 2022
Worlds to Conquer - Helping Team Members Set Priorities
18 mins; November 24, 2022
What Works Wednesday - Working With International Clients With Ashley Murphy
24 mins; November 23, 2022
The Retirement Income Timeline [Episode 179]
31 mins; November 21, 2022
Follow Up Friday - TPR Live Event Recap
15 mins; November 18, 2022
Worlds to Conquer - Career Pathways
22 mins; November 17, 2022
What Works Wednesday - Financial Literacy with Daniele Beasley
23 mins; November 16, 2022
TPR Live Event Recap [Episode 178]
20 mins; November 14, 2022
Follow Up Friday - Why Don't You Graduate Clients?
15 mins; November 11, 2022
Worlds To Conquer - Who Are Your Prospects?
39 mins; November 10, 2022
What Works Wednesday - Planning For Aging Clients With Lisa Mayfield
22 mins; November 09, 2022
Why Don't You Graduate Clients? [Episode 177]
33 mins; November 07, 2022
Follow Up Friday - What Is A Lifestyle Practice?
13 mins; November 04, 2022
Worlds To Conquer - Dealing With Head Trash
35 mins; November 03, 2022
What Works Wednesday - Business Planning with Expert EOS Business Coach Scott Rusnak
35 mins; November 02, 2022
What Is A Lifestyle Practice? [Episode 176]
32 mins; October 31, 2022
Follow Up Friday - Delegation: When It Works And When It Doesn't
12 mins; October 28, 2022
Worlds To Conquer - Client Onboarding: Referrals
23 mins; October 27, 2022
What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick
28 mins; October 26, 2022
Delegation: When It Works And When It Doesn't [Episode 175]
30 mins; October 24, 2022
Follow Up Friday - Your Client Onboarding Process
11 mins; October 21, 2022
Worlds To Conquer - Client Onboarding - Creating A Solid Foundation
34 mins; October 20, 2022
What Works Wednesday - Creating A Specialized Practice With Andy Panko
25 mins; October 19, 2022
Your Client Onboarding Process [Episode 174]
29 mins; October 17, 2022
Follow Up Friday - What Do You Do Once The Prospect Says 'Yes!'?
12 mins; October 14, 2022
Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide
40 mins; October 13, 2022
What Works Wednesday - The Top Reasons Why You Should Stay With A Broker-Dealer with Brad Wales
26 mins; October 12, 2022
What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]
31 mins; October 10, 2022
Follow Up Friday - How To Communicate Your Value To Clients
10 mins; October 07, 2022
Worlds To Conquer - New Client Onboarding - Setting Expectations
30 mins; October 06, 2022
What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte
23 mins; October 05, 2022
How To Communicate Your Value To Clients [Episode 172]
32 mins; October 03, 2022
Follow Up Friday - Helping Team Members Triage Client Requests
11 mins; September 30, 2022
Worlds To Conquer - The Importance Of A Team
17 mins; September 29, 2022
What Works Wednesday - Being Intentional With Your Niche And Your Emotions With Don Hilario
24 mins; September 28, 2022
Helping Team Members Triage Client Requests [Episode 171]
29 mins; September 26, 2022
Follow Up Friday - Do I Need To Fire My Team?
10 mins; September 23, 2022
Worlds To Conquer - How To Fire An Employee
15 mins; September 22, 2022
What Works Wednesday With Josh Raab
18 mins; September 21, 2022
Should I Fire My Team? [Episode 170]
32 mins; September 19, 2022
Follow Up Friday - Working With Family
8 mins; September 16, 2022
Worlds To Conquer - Should I Hire A Family Member?
19 mins; September 15, 2022
What Works Wednesday With Louis Diamond
20 mins; September 14, 2022
Working With Family [Episode 169]
25 mins; September 12, 2022
Follow Up Friday - Running An Effective Team When You're Out Of The Office
10 mins; September 09, 2022
Worlds To Conquer - Adding To Your Team - Hiring and Interviewing
20 mins; September 08, 2022
What Works Wednesday With Brendan Frazier
22 mins; September 07, 2022
Running An Effective Team When You're Out Of The Office [Episode 168]
27 mins; September 05, 2022
Follow Up Friday - How Surge Works For New Relationships And Clients
9 mins; September 02, 2022
Worlds To Conquer - When I Surge, You Surge, We Surge
18 mins; September 01, 2022
What Works Wednesday with Aaron Walker
20 mins; August 31, 2022
How Surge Works For New Relationships And Clients [Episode 167]
27 mins; August 29, 2022
Follow Up Friday - The Challenge! Who Delivers More Value?
9 mins; August 26, 2022
Worlds To Conquer - Tips And Tricks For A Harmonious Surge
20 mins; August 25, 2022
What Works Wednesday with Guest Jeff Rattiner
31 mins; August 24, 2022
The Challenge! Who Delivers More Value? [Episode 166]
31 mins; August 22, 2022
Follow Up Friday - A Tale Of Two Surges - Matthew and Micah's Surge Comparison
9 mins; August 19, 2022
Worlds To Conquer - Managing Value Adds In Surge
24 mins; August 18, 2022
What Works Wednesday With Guest Rich Chen
18 mins; August 17, 2022
A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]
29 mins; August 15, 2022
Follow Up Friday - Surge Meeting Mistakes
8 mins; August 12, 2022
Worlds To Conquer - Calendaring Surge
18 mins; August 11, 2022
What Works Wednesday with Guests Steven Jarvis and Leila Shaver
31 mins; August 10, 2022
Surge Meeting Mistakes [Episode 164]
32 mins; August 08, 2022
Follow Up Friday - Estate Planning and Fall Surge
7 mins; August 05, 2022
What Works Wednesday with Guest Alan Moore
22 mins; August 03, 2022
Estate Planning and Fall Surge [Episode 163]
26 mins; August 01, 2022
Follow Up Friday - What Does Family First Mean To You?
8 mins; July 29, 2022
What Works Wednesday with Guest Joe Curry
20 mins; July 27, 2022
What Does Family First Mean To You? [Episode 162]
26 mins; July 25, 2022
Follow Up Friday - EVERYONE Charges A Premium Fee
9 mins; July 22, 2022
What Works Wednesday with Guest Michael Henley
20 mins; July 20, 2022
EVERYONE Charges A Premium Fee [Episode 161]
30 mins; July 18, 2022
Follow Up Friday - Kitces Office Hours Teaser
6 mins; July 15, 2022
What Works Wednesday with Guest Benjamin Brandt
24 mins; July 13, 2022
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