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The Perfect RIA
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How Do I Start a Mastermind Group? [Episode 94]
30 mins; November 09, 2020
Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes
8 mins; November 04, 2020
How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]
31 mins; November 02, 2020
Tips from the Trenches - Politics
5 mins; October 28, 2020
Reading Time with Jarvis - The Godfather of Lifestyle Businesses, Tim Ferriss
5 mins; October 21, 2020
When Clients Don't Transfer Assets [Episode 92]
30 mins; October 19, 2020
Reading Time with Jarvis - Love and Logic for Advisors
5 mins; October 14, 2020
Implementing Surge Meetings with Taylor Schulte
38 mins; October 12, 2020
Tips from the Trenches - Guided Discovery
7 mins; October 07, 2020
Why Isn't This Working? [Episode 91]
33 mins; October 05, 2020
Reading Time with Jarvis - Lessons from Jocko
7 mins; September 23, 2020
When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]
26 mins; September 21, 2020
Tips from the Trenches - Work Life Balance
5 mins; September 16, 2020
Am I Charging Too Much?!? [Episode 89]
30 mins; September 14, 2020
Reading Time with Jarvis - Nick Murray, The Godfather of Financial Planning
6 mins; September 09, 2020
How Do I Fire A Client? [Episode 88]
31 mins; September 07, 2020
Tips from the Trenches - PPP
5 mins; August 19, 2020
What Are My Prospects Thinking About… [Episode 87]
31 mins; August 17, 2020
Tips from the Trenches - Making Assumptions
4 mins; August 12, 2020
Am I A Good Enough Advisor? [Episode 86]
35 mins; August 10, 2020
I Screwed Up. Now What? [Episode 85]
31 mins; August 03, 2020
5 Delegation Mistakes [Episode 84]
30 mins; July 17, 2020
Is Lifestyle Code for Lazy? [Episode 83]
33 mins; July 10, 2020
Taxes Part 2 [Episode 82]
50 mins; July 03, 2020
The Rosetta Stone to Delivering Massive Value [Episode 81]
33 mins; June 19, 2020
Go To Work Naked [Episode 80]
30 mins; June 12, 2020
With Guest John Barron [Episode 79]
35 mins; June 05, 2020
I HATE Matt & Micah [Episode 78]
29 mins; May 22, 2020
Surge Meetings [Episode 77]
31 mins; May 15, 2020
LTC Planning [Episode 76]
27 mins; May 08, 2020
Fee Compression My ________ [Episode 75]
26 mins; May 01, 2020
When YOU Haven't Demonstrated Value [Episode 74]
29 mins; April 17, 2020
Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]
29 mins; April 10, 2020
Starting a Podcast and Renting Success - with Benjamin Brandt [Episode 72]
29 mins; April 03, 2020
Head Trash with Coach Joe Lukacs [Episode 71]
37 mins; March 27, 2020
Lessons from the Slopes [Episode 70]
27 mins; March 20, 2020
Corona Virus [Episode 69]
25 mins; March 13, 2020
Team Work Makes the Dream Work [Episode 68]
30 mins; March 06, 2020
Getting the First Appointment - Part 2 [Episode 67]
31 mins; February 21, 2020
Getting Past the First Prospect Meeting [Episode 66]
34 mins; February 14, 2020
Real Estate and the Secure Act [Episode 65]
29 mins; February 07, 2020
RMD Value Adds [Episode 64]
27 mins; January 31, 2020
Million Dollar Ideas Are Worthless [Episode 63]
27 mins; January 24, 2020
Beating The Markets [Episode 62]
26 mins; January 17, 2020
Distributions While Out of Office [Episode 61]
25 mins; January 10, 2020
It's A New Year [Episode 60]
26 mins; January 03, 2020
Increasing Massive Value [Episode 59]
27 mins; December 27, 2019
How to Choose a Coaching Program [Episode 58]
28 mins; December 20, 2019
Managing Distractions [Episode 57]
31 mins; December 13, 2019
Business Planning [Episode 56]
31 mins; December 06, 2019
Measure the Real Stuff [Episode 55]
27 mins; November 29, 2019
Do I Need A Coach? [Episode 54]
49 mins; November 22, 2019
Working On Your Business, In Your Business, and With Your Business [Episode 53]
29 mins; November 15, 2019
Massive Value - Investments [Episode 52]
31 mins; November 08, 2019
Is This You? [Episode 51]
27 mins; October 31, 2019
How To Get Ready For A 3 Month Vacation [Episode 50]
34 mins; October 25, 2019
Running a Virtual Team [Episode 49]
28 mins; October 18, 2019
Surge Week - How to Add Value to Your Meetings [Episode 48]
30 mins; October 11, 2019
Is This Marketing? [Episode 47]
27 mins; October 04, 2019
Making It Look Easy [Episode 46]
31 mins; September 27, 2019
Family Time [Episode 45]
28 mins; September 20, 2019
Mailbag [Episode 44]
35 mins; September 13, 2019
Effective Delegation - with Gina Cotner [Episode 43]
35 mins; September 06, 2019
Getting Your TEAM On Board [Episode 42]
32 mins; August 30, 2019
Massive Value - Fees [Episode 41]
34 mins; August 23, 2019
Networking: The Good, The Bad, The Ugly [Episode 40]
28 mins; August 16, 2019
Mailbag [Episode 39]
32 mins; August 09, 2019
Bad Ideas [Episode 38]
32 mins; August 02, 2019
Compliance [Episode 37]
27 mins; July 26, 2019
Mid Quarter Review [Episode 36]
33 mins; July 19, 2019
Staffing - How to Hire the RIGHT Person [Episode 35]
36 mins; July 12, 2019
Ground Zero Prospecting [Episode 34]
34 mins; July 05, 2019
Mailbag [Episode 33]
32 mins; June 28, 2019
Marketing Mistakes & How to Avoid Them [Episode 32]
35 mins; June 21, 2019
Staffing [Episode 31]
38 mins; June 14, 2019
Profitability [Episode 30]
31 mins; June 07, 2019
How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]
28 mins; May 31, 2019
How to Provide High-Value Services - with Ed Slott [Episode 28]
42 mins; May 24, 2019
Stop Lying to Yourself [Episode 27]
33 mins; May 17, 2019
Appointments Outside of the Surge [Episode 26]
29 mins; May 10, 2019
Luck of the Draw [Episode 25]
32 mins; May 03, 2019
Let's Talk About Taxes! Part 2
29 mins; April 26, 2019
Let's Talk About Taxes!
32 mins; April 12, 2019
To Fee, or Not to Fee?
30 mins; March 29, 2019
Account Minimums as a Metric for Finding Ideal Clients
27 mins; March 15, 2019
Tips to Maximize Your Return on Time
33 mins; March 01, 2019
Stop Pretending to Work
27 mins; February 15, 2019
Talking Points for True Communication with Clients
28 mins; February 01, 2019
Coaching Your Clients Off the Ledge
36 mins; January 18, 2019
5 Business Lessons Learned From Disney World
36 mins; January 04, 2019
Confessions of a Wholesaler
36 mins; December 21, 2018
When, Why, and How to Fire a Client
53 mins; December 07, 2018
A Roadmap for a Value-Driven Financial Plan
46 mins; November 23, 2018
Realistic Ruminations on Broker-Dealers
44 mins; November 09, 2018
Coach Joe Lukacs Revisited
41 mins; October 26, 2018
From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs
56 mins; October 12, 2018
Don't Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice
59 mins; September 28, 2018
The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality
25 mins; September 14, 2018
The Art of Prospecting & Time-Blocking
52 mins; September 03, 2018
A Primer for Determining Your Fee Schedule
32 mins; August 17, 2018
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