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Stop Stressing About Raising Fees – We’ve Got You Covered
Raising fees can feel nerve-wracking—palms sweaty, mind racing, worrying if clients will walk away. But...
4 Guaranteed Ways You Can Improve Your Client Experience
Here are four methods Micah Shilanski implements in his office that are guaranteed to improve your client experience.
Julie Bray Case Study
Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.
Why Simplicity Wins: The Benefits of a One-Page Financial Plan
The traditional multi-page approach often drowns clients in jargon and complexity, leaving them confused and disengaged.
Annuities 101: A Financial Advisor’s Guide to Understanding and Utilizing Annuities
Enter annuities – the superhero of financial products that can save clients.
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Value Adds
If you are routinely providing clients with value adds in a consistent, efficient, and deliverable
Stop Stressing About Raising Fees – We’ve Got You Covered
Raising fees can feel nerve-wracking—palms sweaty, mind racing, worrying if clients will walk
5 Questions Every Advisor Should Ask
Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform
Secrets To Surging – What Other FA’s Don’t Tell You About Surging
Surge meetings happen with the Financial Advisors systematically holding client meetings in
Let’s Take a Look At Your ADV
Before giving someone else advice about their practice, make sure you’re not the one speaking out