Podcast Episodes

Can I Get A Discount? [Episode 143]

Season 2 Episode 143

All advisors and practice owners feel fear at some point. It's a natural part of growing your practice. And unless you are completely certain of the value you are providing to your clients, it can be…

Published on 3 years, 9 months ago

Follow Up Friday - Giving Out My Cell Phone Is How I Add Value

Season 2

Action items to help you deliver massive value—without giving out your cell phone number.

https://bit.ly/3MoGklH 

Published on 3 years, 9 months ago

Tips from the Trenches - Tax Projections and Medicare IRMAA

Season 2

Learn why it's so important to take a client's entire situation into consideration when giving advice.

https://bit.ly/3vuEJoF 

Published on 3 years, 9 months ago

Giving Out My Cell Phone Is How I Add Value [Episode 142]

Season 2 Episode 142

There are a lot of advisors who are using their cell phones as a way of instant communication with their clients. Is this delivering massive value—or is it actually thwarting massive value? In this e…

Published on 3 years, 9 months ago

Follow Up Friday - THE Floyd Shilanski

Season 2

Action items following our special episode featuring a rare guest.

https://bit.ly/3sjyL7P 

Published on 3 years, 9 months ago

Reading Time with Jarvis - Delivering Massive Value - Empower Your People: Cultivating a Team of Rockstars

Season 2

Why you need a team you can trust if you want to deliver massive value.

https://bit.ly/3t3XwnW 

Published on 3 years, 9 months ago

THE Floyd Shilanski [Episode 141]

Season 2 Episode 141

Providing your clients with massive value is something that is talked about often on The Perfect RIA, but it's also important to ensure you have time for your loved ones while also showing up with th…

Published on 3 years, 10 months ago

Follow Up Friday - What Is The Perfect RIA?

Season 2

Action items and key lessons from Monday's episode.

https://bit.ly/3GVpeIt 

Published on 3 years, 10 months ago

Tips from the Trenches - Post Surge Meetings

Season 2

Key things to think about with surge meetings.

https://bit.ly/351IDdx 

Published on 3 years, 10 months ago

What Is The Perfect RIA? [Episode 140]

Season 2 Episode 140

How often do you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on enough. Verbally simplifying and br…

Published on 3 years, 10 months ago