Channel Avatar

The Perfect RIA @UCenW7UKjWG7oS1Fyh1S_-7w@youtube.com

406 subscribers - no pronouns :c

We help Financial Advisors Deliver Massive Value to their Cl


22:29
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
08:43
Upgrade Opportunities and Lessons in Criticism
35:27
How To Take A Hit
27:41
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
07:08
Communicating Through Uncertainty and Filtering Advice
26:23
You Can’t Say That!
25:34
Economic Commentary
09:20
Standout Prospect Meetings and Documentation for the Win
36:57
Not Documented, Not Done
34:07
Throwback: Show Me The Beef! [Episode 250]
07:51
Relationship Building and Preventing Failures with Surge
38:50
How Surge Fails
25:35
Client Relationships And Connections With Guest David Gow [Episode 249]
07:57
Communicating Roth Conversions and The Best Time for Surge
31:03
The Perfect Surge Dates
35:45
Throwback: Roth Conversions [Episode 248]
07:56
Genuine Communication and Prospecting Pitfalls
29:40
Communication, Not Sales [Episode 247]
08:35
Talent Acquisition and Profitable Prospect Meetings
36:45
Charging For Prospect Meetings
28:02
Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
08:51
Prospecting and Pregame Strategies
29:55
Prospecting That Works for Advisors
26:46
When Prospecting Goes Wrong
21:22
Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
09:01
Masterminds and Navigating Nepotism in the Workplace
35:36
Should I Let My Kids Work For Me?
26:33
The Power of Masterminds with Guest Aaron Walker [Episode 244]
09:17
Crisis Preparedness and Disaster Recovery
39:03
Sinking Ships
31:53
No One Will Fix It For You [Episode 243]
08:44
Navigating the Prospect Process and Employee Compensation Conversations
07:52
Navigating the Prospect Process and Employee Compensation Conversations
50:06
How To Negotiate Your Pay
30:01
Creating a Prospect Process that Works with Guest John Barron [Episode 242]
30:21
Creating a Prospect Process that Works with Guest John Barron [Episode 242]
10:47
Destructive Alerts and The Art of Employee Firings
09:56
Destructive Alerts and The Art of Employee Firings
49:22
How to Fire Someone
34:16
Only Fools Get Alerts [Episode 241]
10:39
Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias
30:43
Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits
25:34
Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff
28:34
Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA
12:37
Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
32:14
BS Business Advice About Building Teams
27:49
Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison
33:09
What Does Profitability Really Look Like? [Episode 239]
12:27
Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids
32:36
Empowering Futures: Goal-Setting Strategies for Young Adults
23:56
Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
32:54
Prospect Process - Why Prospects Say No
09:37
New Year Goals, High Achiever Coaching, and Team Appreciation Languages
27:25
High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages
25:38
Coaching High Achievers with Guest Rhonda Farr
29:28
New Year - New You [Episode 237]
12:08
Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers
35:08
Job Offers
30:54
Becoming An Inclusive Leader with Guest Kameka McLean
28:01
The Twelve Days of TPR Christmas [Episode 236]