How-To > Business > Finance > Finance General

The Perfect RIA

The Perfect RIA

by

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.

Recent Episodes

  • Upgrade, Graduate, or Just Keep Playing Office [Episode 252]

    4 days ago

  • Communicating Through Uncertainty and Filtering Advice

    7 days ago

  • You Can’t Say That!

    1 week ago

  • Economic Commentary

    2 weeks ago

  • Standout Prospect Meetings and Documentation for the Win

    2 weeks ago

  • Not Documented, Not Done

    2 weeks ago

  • Throwback: Show Me The Beef! [Episode 250]

    3 weeks ago

  • Relationship Building and Preventing Failures with Surge

    3 weeks ago

  • How Surge Fails

    3 weeks ago

  • Client Relationships And Connections With Guest David Gow [Episode 249]

    4 weeks ago