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... more
Publishes | Daily | Episodes | 651 | Founded | 6 years ago |
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Number of Listeners | Categories | BusinessBusiness NewsNewsInvesting |
In this episode, Jamie shares how Surge can go off the rails. She emphasizes how advisors must deliver massive value to clients, be intentional with time, and run a profitable practice. The concept of Surge, which is time blocking on steroids, is int... more
In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building... more
In this recap episode, Amber discusses the importance of intentional communication with clients and the value of simplifying complex topics. She then explores the topic of Roth conversions and taxes, emphasizing the need for annual conversations with... more
In this episode, Jamie discusses the concept and implementation of Surge, as well as when is the most appropriate time for Surge meetings. Surge is a time-blocking strategy that allows advisors to optimize their schedules and deliver value to clients... more
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I love Jaime’s episodes. I’ve been in the business over thirty years and she fires me up. My only constructive feedback and I am likely the lone voice is why does she continually need to drop the “sh…” bomb. I cringe and roll my eyes every time. For one who inspires us to strive for perfection, why does she slump to vulgarity. Is she that vulgar with clients? Is it that hard to take the extra thought and effort to craft positive strong persuasive language without sounding like a bunch of middle ... more
Actionable ideas from people in the trenches doing the work with clients!
Matt and Micah delivery highly effective strategies straight from the front lines. It’s not possible to express how much my own practice (and mindset) have grown from this podcast. more
OMG, I work 12 minutes a year and make sooooo much $$$. I charge 1.75%-2% and somehow I can sleep at night. “Fiduciary” = license to steal. Learn how to charge MORE; earn MORE and work LESS while convincing your clients to fund your 50 weeks of vacation/year because you add sooooo much “value”. Puke 🤢
Thank you for interviewing Amyr on your podcast about advisors that bail on their succession plan and the result can be a new great opportunity. I just went through the same terrible experience that he went through early in his career. Literally, 3 days ago. Although! I am diving head first into prospecting and have 12 months to replace my salary. I really appreciate your constant advice with real stories that relate well. I’m glad I’m not the only one. more
Apple Podcasts | #250 | United States/Business/Investing |
Apple Podcasts | #224 | India/Business/Investing |
Listeners, engagement and demographics and more for this podcast.
Listeners per Episode | Gender Skew | Engagement Score | |||
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Primary Location | Social Media Reach |
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The Perfect RIA launched 6 years ago and published 651 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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