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The Perfect RIA
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Kitces Office Hours Teaser [Episode 160]
27 mins; July 11, 2022
Follow Up Friday - Discount Fee - Then Discount Advisor!
7 mins; July 08, 2022
What Works Wednesday with Guest Dustin Frost
29 mins; July 06, 2022
Discount Fee - Then Discount Advisor! [Episode 159]
30 mins; July 04, 2022
Follow Up Friday - Roth Conversions
7 mins; July 01, 2022
Tips from the Trenches - Taxes
4 mins; June 29, 2022
Roth Conversions [Episode 158]
36 mins; June 27, 2022
Follow Up Friday - What Are You Gaining From Conferences?
5 mins; June 24, 2022
What Works Wednesday With Guest Libby Greiwe
23 mins; June 22, 2022
What Are You Gaining From Conferences? [Episode 157]
37 mins; June 20, 2022
Follow Up Friday - If You Don't Have Time To Take A Week Of Vacation, Take Two Weeks!
8 mins; June 17, 2022
Tips from the Trenches - Buckets In A Volatile Market
3 mins; June 15, 2022
If You Don't Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156]
23 mins; June 13, 2022
Follow Up Friday - Doing What Works
7 mins; June 10, 2022
Reading Time with Jarvis - Delivering Massive Value - Ten Steps to Networking Success
15 mins; June 08, 2022
Doing What Works [Episode 155]
27 mins; June 06, 2022
Follow Up Friday - Stop Talking Yourself Out Of The Sale!
7 mins; June 03, 2022
Tips from the Trenches - Following Your Own Advice
5 mins; June 01, 2022
Stop Talking Yourself Out Of The Sale! [Episode 154]
20 mins; May 30, 2022
Follow Up Friday - How Did I Lose $50,000 This Month!?!
7 mins; May 27, 2022
Reading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always Fails
7 mins; May 25, 2022
How Did I Lose $50,000 This Month!?! [Episode 153]
28 mins; May 23, 2022
Follow Up Friday - You Said What In A Client Meeting?!
4 mins; May 20, 2022
Tips from the Trenches - Getting The Right Clients And The Three P's - Personable, Profitable, and Productive
5 mins; May 18, 2022
You Said What In A Client Meeting?! [Episode 152]
31 mins; May 16, 2022
Follow Up Friday - Why Don't I Have More Prospects?!?
6 mins; May 13, 2022
Reading Time with Jarvis - Delivering Massive Value - Managing Client Expectations
6 mins; May 11, 2022
Why Don't I Have More Prospects?!? [Episode 151]
22 mins; May 09, 2022
Follow Up Friday - Show Me The Beef!
7 mins; May 06, 2022
Tips from the Trenches - Show Up For Surge
3 mins; May 04, 2022
Show Me The Beef! [Episode 150]
34 mins; May 02, 2022
Follow Up Friday - How Do I Actually Get Tax Returns From Clients?
6 mins; April 29, 2022
Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators
12 mins; April 27, 2022
How Do I Actually Get Tax Returns From Clients? [Ep 149]
32 mins; April 25, 2022
Follow Up Friday - Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain"
6 mins; April 22, 2022
Tips from the Trenches - Tales From Tax Season
5 mins; April 20, 2022
Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain" [Episode 148]
32 mins; April 18, 2022
Follow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate?
5 mins; April 15, 2022
Reading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones
10 mins; April 13, 2022
Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]
32 mins; April 11, 2022
Follow Up Friday - Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA
4 mins; April 08, 2022
Tips from the Trenches - Your Team As Teachers
3 mins; April 06, 2022
Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA [Episode 146]
28 mins; April 04, 2022
Follow Up Friday - Guest Star Reese Harper
3 mins; April 01, 2022
Reading Time with Jarvis - Delivering Massive Value - Why The One-Page Financial Plan?
10 mins; March 30, 2022
Guest Star Reese Harper [Episode 145]
36 mins; March 28, 2022
Follow Up Friday - But I Don't Have Time For That
5 mins; March 25, 2022
Tips from the Trenches - Value Adds in Surge
4 mins; March 23, 2022
But I Don't Have Time For That [Episode 144]
31 mins; March 21, 2022
Follow Up Friday - Can I Get A Discount?
5 mins; March 18, 2022
Reading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter
19 mins; March 16, 2022
Can I Get A Discount? [Episode 143]
30 mins; March 14, 2022
Follow Up Friday - Giving Out My Cell Phone Is How I Add Value
4 mins; March 11, 2022
Tips from the Trenches - Tax Projections and Medicare IRMAA
6 mins; March 09, 2022
Giving Out My Cell Phone Is How I Add Value [Episode 142]
34 mins; March 07, 2022
Follow Up Friday - THE Floyd Shilanski
6 mins; March 04, 2022
Reading Time with Jarvis - Delivering Massive Value - Empower Your People: Cultivating a Team of Rockstars
13 mins; March 02, 2022
THE Floyd Shilanski [Episode 141]
34 mins; February 28, 2022
Follow Up Friday - What Is The Perfect RIA?
5 mins; February 25, 2022
Tips from the Trenches - Post Surge Meetings
4 mins; February 23, 2022
What Is The Perfect RIA? [Episode 140]
26 mins; February 21, 2022
Follow Up Friday - Client Segmentation
5 mins; February 18, 2022
Reading Time with Jarvis - Delivering Massive Value - Raising Your Fees Is Still Within Reach
15 mins; February 16, 2022
Client Segmentation [Episode 139]
24 mins; February 14, 2022
Follow Up Friday - You Drank a Soda in a Client Meeting?!?
4 mins; February 11, 2022
Tips from the Trenches - Having Your Team Run Meetings
5 mins; February 09, 2022
You Drank a Soda in a Client Meeting?!? [Episode 138]
31 mins; February 07, 2022
Reading Time with Jarvis - Delivering Massive Value - Trash The Head Trash
11 mins; February 02, 2022
Tips from the Trenches - Value Adds On A Security Breach
6 mins; January 26, 2022
Follow Up Friday - Asking Questions That Matter For Estate Planning
4 mins; January 21, 2022
Reading Time with Jarvis - Delivering Massive Value - Tips For Prospecting Success
8 mins; January 19, 2022
Asking Questions That Matter For Estate Planning [Episode 137]
38 mins; January 17, 2022
Follow Up Friday - The Godfather: Michael Kitces
5 mins; January 14, 2022
Tips from the Trenches - Facial Expressions
4 mins; January 12, 2022
The Godfather: Michael Kitces [Episode 136]
43 mins; January 10, 2022
Follow Up Friday - It Took Me XX Hours And Is Therefore Worth $$
5 mins; January 07, 2022
Reading Time with Jarvis - Delivering Massive Value - Six Steps To Onboard The Perfect Client
11 mins; January 05, 2022
It Took Me XX Hours And Is Therefore Worth $$ [Episode 135]
26 mins; January 03, 2022
Tips from the Trenches - Getting Rona During Surge
3 mins; December 29, 2021
Follow Up Friday - But I'm At Capacity
4 mins; December 24, 2021
Reading Time with Jarvis - Delivering Massive Value - Prospect Process Mishap: Too Much or Too Little
9 mins; December 22, 2021
But I'm At Capacity [Episode 134]
22 mins; December 20, 2021
Follow Up Friday - How To Break Your Fee Process
3 mins; December 17, 2021
Tips from the Trenches - Asset Transfers with Value
6 mins; December 15, 2021
How To Break Your Fee Process [Episode 133]
24 mins; December 13, 2021
Follow Up Friday - Which Coaching Program Should I Join?
5 mins; December 10, 2021
Tips from the Trenches - Performance
5 mins; December 08, 2021
Which Coaching Program Should I Join? [Episode 132]
31 mins; December 06, 2021
Reading Time with Jarvis - Deliver Massive Value, Scrap Your Elevator Pitch by Matthew Jarvis
10 mins; December 01, 2021
Reading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew Jarvis
10 mins; November 24, 2021
Follow Up Friday - Surge Meetings Can't Work
5 mins; November 19, 2021
Tips from the Trenches - To Delegate or Not To Delegate
9 mins; November 17, 2021
Surge Meetings Can't Work [Episode 131]
32 mins; November 15, 2021
Follow Up Friday - What Did You Read This Month?
4 mins; November 12, 2021
Reading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew Jarvis
9 mins; November 10, 2021
What Did You Read This Month? [Episode 130]
27 mins; November 08, 2021
Follow Up Friday - Client Graduation
3 mins; November 05, 2021
Tips from the Trenches - Team Training
5 mins; November 03, 2021
Client Graduation [Episode 129]
30 mins; November 01, 2021
Reading Time with Jarvis - The Bet by Paul Sabin
7 mins; October 27, 2021
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