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The Perfect RIA
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Follow Up Friday - How Do I Get Referrals From CPAs?
3 mins; October 22, 2021
Tips from the Trenches - Holding Your Value
8 mins; October 20, 2021
How Do I Get Referrals From CPAs? [Episode 128]
27 mins; October 18, 2021
Follow Up Friday - I'll Do It Later
3 mins; October 15, 2021
Reading Time with Jarvis - Delivering Massive Value - Chapter 9
5 mins; October 13, 2021
I'll Do It Later [Episode 127]
27 mins; October 11, 2021
Follow Up Friday - Double Your Practice
4 mins; October 08, 2021
Tips from the Trenches - Christmas in October
4 mins; October 06, 2021
Double Your Practice [Episode 126]
21 mins; October 04, 2021
Reading Time with Jarvis - Deep Work by Cal Newport
6 mins; September 29, 2021
Follow Up Friday - Team Won't Implement
3 mins; September 24, 2021
Tips from the Trenches - Assuming on a Client Plan
6 mins; September 22, 2021
Team Won't Implement [Episode 125]
24 mins; September 20, 2021
Follow Up Friday - It's Not Just Matt and Micah That Surge
3 mins; September 17, 2021
Reading Time with Jarvis - Nerd's Eye View by Michael Kitces
6 mins; September 15, 2021
It's Not Just Matt and Micah That Surge [Episode 124]
28 mins; September 13, 2021
Follow Up Friday - Is There A Wannabe Doctor On Board?
3 mins; September 10, 2021
Tips from the Trenches - The Power of One Page
4 mins; September 08, 2021
Is There A Wannabe Doctor On Board? [Episode 123]
23 mins; September 06, 2021
Reading Time with Jarvis - The Rich Barber Method by Chuka Torres
6 mins; September 01, 2021
Tips from the Trenches - Follow The Process
5 mins; August 25, 2021
Follow Up Friday - Being The Best
7 mins; August 20, 2021
Reading Time With Jarvis - Mr. Money Mustache
6 mins; August 18, 2021
Being The Best [Episode 122]
25 mins; August 16, 2021
Follow Up Friday - When You Make Too Many Exceptions
8 mins; August 13, 2021
Tips from the Trenches - Team Experience
4 mins; August 11, 2021
When You Make Too Many Exceptions [Episode 121]
28 mins; August 09, 2021
Follow Up Friday - The Power Factor
5 mins; August 06, 2021
Reading Time With Jarvis - Total Money Makeover by Dave Ramsey
4 mins; August 04, 2021
The Power Factor [Episode 120]
21 mins; August 02, 2021
Tips from the Trenches - Breaking the Process
6 mins; July 28, 2021
Follow Up Friday - How to Delegate Email
5 mins; July 23, 2021
Reading Time With Jarvis - Knocking on Heaven's Door by Katy Butler
5 mins; July 21, 2021
How to Delegate Email [Episode 119]
32 mins; July 19, 2021
Tips from the Trenches - Check-in Time When We're Gone
4 mins; July 14, 2021
Which Industry Studies or Benchmarks Should I Be Using? [Episode 118]
27 mins; July 12, 2021
Follow Up Friday - What Happens When You Make A Mistake
17 mins; July 09, 2021
Reading Time With Jarvis - The Tipping Point by Malcolm Gladwell
5 mins; July 07, 2021
Mid-Year Review [Episode 117]
29 mins; July 05, 2021
Tips from the Trenches - Head Trash
6 mins; June 30, 2021
Follow Up Friday - What Happens When You Don't Know The Answer?
9 mins; June 25, 2021
Reading Time With Jarvis - Hell Yeah or No by Derek Sivers
6 mins; June 23, 2021
What Happens When You Don't Know The Answer? [Episode 116]
30 mins; June 21, 2021
Follow Up Friday - Prospect Lessons from 2021
8 mins; June 18, 2021
Wisdom Wednesday - DMV on Identity Theft
6 mins; June 16, 2021
Prospect Lessons from 2021 [Episode 115]
32 mins; June 14, 2021
Weekly Wrap Up - Head Trash
9 mins; June 11, 2021
Reading Time With Jarvis - Skin in the Game by Nassim Taleb
4 mins; June 09, 2021
Head Trash [Episode 114]
28 mins; June 07, 2021
Tips from the Trenches - Conference Room Mistakes
4 mins; June 02, 2021
Reading Time With Jarvis - Social Security: The Inside Story by Andy Landis
4 mins; May 26, 2021
Weekly Wrap Up - I'm Done with Surge...Now What?
7 mins; May 21, 2021
Tips from the Trenches - The Dishwasher Rule
7 mins; May 19, 2021
I'm Done With Surge...Now What? [Episode 113]
29 mins; May 17, 2021
Weekly Wrap Up - Why Advisors Fail
6 mins; May 14, 2021
Reading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate
4 mins; May 12, 2021
Why Advisors Fail [Episode 112]
29 mins; May 10, 2021
Tips from the Trenches - Prospect Process
5 mins; May 05, 2021
It's Just An Email [Episode 111]
24 mins; May 03, 2021
Reading Time With Jarvis - The War of Art by Steven Pressfield
5 mins; April 28, 2021
Tips from the Trenches - When the Sales Process Goes Wrong
6 mins; April 21, 2021
Finding Good Talent with Yosef Colish [Episode 110]
36 mins; April 19, 2021
Reading Time with Jarvis - So Good They Can't Ignore You by Cal Newport
6 mins; April 14, 2021
The "Perfect" Way to Rollover a 401(k) [Episode 109]
30 mins; April 12, 2021
Tips from the Trenches - Buckets
7 mins; April 07, 2021
The Right Size Financial Plan [Episode 108]
32 mins; April 05, 2021
Reading Time with Jarvis - Solve for Happy by Mo Gawdat
6 mins; March 31, 2021
Tips from the Trenches - Delivering Massive Value
7 mins; March 24, 2021
Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller
5 mins; March 17, 2021
How Long Does it Take You to Create a Tax Plan? [Episode 107]
30 mins; March 15, 2021
Tips from the Trenches - Clients' Kids' Accounts
7 mins; March 10, 2021
Why Do You Complain vs Improve? [Episode 106]
28 mins; March 08, 2021
Reading Time with Jarvis - Never Split the Difference by Chris Voss
5 mins; March 03, 2021
How Do I Deliver Massive Value? [Episode 105]
30 mins; March 01, 2021
Tips from the Trenches - Fees
6 mins; February 24, 2021
Reading Time with Jarvis - Influence by Robert Cialdini
6 mins; February 17, 2021
Why Is the Fee Conversation SO Hard!? [Episode 104]
37 mins; February 15, 2021
Tips from the Trenches - 2nd Opinion
5 mins; February 10, 2021
How Long Does It Take To Create a Financial Plan? [Episode 103]
31 mins; February 08, 2021
Tips from the Trenches - Client Email
9 mins; February 03, 2021
What If I Don't Want a Lifestyle Practice? [Episode 102]
33 mins; February 01, 2021
Reading Time with Jarvis - Tools of Titans by Tim Ferriss
5 mins; January 27, 2021
Tips from the Trenches - Interviewing Attorneys
9 mins; January 20, 2021
Why Am I Not Getting More Referrals? [Episode 101]
29 mins; January 18, 2021
Reading Time with Jarvis - Measure What Matters by John Doerr
5 mins; January 13, 2021
How Much Should I Be Charging? [Episode 100]
30 mins; January 11, 2021
Tips from the Trenches - Gifting Money to Kids
6 mins; January 06, 2021
Should I Leave My Broker Dealer This Year? [Episode 99]
32 mins; January 04, 2021
Reading Time with Jarvis - Simple Wealth, Inevitable Wealth by Nick Murray
5 mins; December 30, 2020
Tips from the Trenches - Paying Your House off in Retirement
8 mins; December 23, 2020
Sten Morgan Interview [Episode 98]
30 mins; December 21, 2020
Reading Time with Jarvis - A Random Walk Down Wall Street by Burton Malkiel
5 mins; December 16, 2020
Professing Our Love for Kitces [Episode 97]
30 mins; December 14, 2020
Tips from the Trenches - Pay Raises in Retirement
5 mins; December 09, 2020
John Lee Dumas Interview [Episode 96]
18 mins; December 07, 2020
Reading Time with Jarvis - Alchemy: The Dark Art and Curious Science of Creating Magic by Rory Sutherland
6 mins; December 02, 2020
Tips from the Trenches - What if X Happens When I Retire?
5 mins; November 25, 2020
Reading Time with Jarvis - Drive by Daniel Pink
7 mins; November 18, 2020
FPA Presentation [Episode 95]
28 mins; November 16, 2020
Tips from the Trenches - Convincing Clients They Can Retire
5 mins; November 11, 2020
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