The Perfect RIA
Business & Economics Podcasts
The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.
Location:
United States
Description:
The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.
Language:
English
Website:
https://theperfectria.com/
Email:
theperfectria@gmail.com
What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman
Duration:00:21:31
What If You HAD To Double Your Productivity?!? [Episode 189]
Duration:00:28:25
Follow Up Friday - The Goal Of The Perfect RIA
Duration:00:12:45
Worlds to Conquer - Getting Uncomfortable With Your Goals
Duration:00:37:24
What Works Wednesday - Deal Structures and Trends In The M&A Market
Duration:00:23:08
The Goal Of The Perfect RIA [Episode 188]
Duration:00:25:22
Follow Up Friday - Why Is Playing Office Such An Evil?!?
Duration:00:12:06
Worlds to Conquer - Goals And Productivity
Duration:00:29:30
What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau
Duration:00:18:52
Why Is Playing Office Such An Evil?!? [Episode 187]
Duration:00:26:14
Follow Up Friday - Tax Planning In 2023
Duration:00:13:08
Worlds to Conquer - Goal Setting: Email And Chat
Duration:00:27:05
What Works Wednesday - Creating Systems and Processes With Cameo Roberson
Duration:00:17:31
Tax Planning In 2023 [Episode 186]
Duration:00:31:22
Follow Up Friday - You Are Playing Office, Here’s How To Tell
Duration:00:10:59
Worlds to Conquer - Goal Setting
Duration:00:36:08
What Works Wednesday - Focusing On Positivity With Rich Chen
Duration:00:21:19
You Are Playing Office, Here’s How To Tell [Episode 185]
Duration:00:28:19
Follow Up Friday - Was 2022 Your Best Year Ever?
Duration:00:12:11
Worlds to Conquer - Family Offices Q&A
Duration:00:40:42