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
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
Duration:00:22:07
How Relationships Fuel Growth and The Role of Accountability
Duration:00:07:22
How Are You Accountable When You Make a Client Mistake?
Duration:00:27:34
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
Duration:00:22:28
Upgrade Opportunities and Lessons in Criticism
Duration:00:08:43
How To Take A Hit
Duration:00:35:27
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
Duration:00:27:40
Communicating Through Uncertainty and Filtering Advice
Duration:00:07:07
You Can’t Say That!
Duration:00:26:23
Economic Commentary
Duration:00:25:34
Standout Prospect Meetings and Documentation for the Win
Duration:00:09:19
Not Documented, Not Done
Duration:00:36:57
Throwback: Show Me The Beef! [Episode 250]
Duration:00:34:07
Relationship Building and Preventing Failures with Surge
Duration:00:07:51
How Surge Fails
Duration:00:38:49
Client Relationships And Connections With Guest David Gow [Episode 249]
Duration:00:25:35
Communicating Roth Conversions and The Best Time for Surge
Duration:00:07:56
The Perfect Surge Dates
Duration:00:31:02
Throwback: Roth Conversions [Episode 248]
Duration:00:35:45
Genuine Communication and Prospecting Pitfalls
Duration:00:07:55