Despite taking the industry by storm, advisors still believe these three myths about Surge. Micah Shilanski, CFP®, shares how to overcome these common Surge misconceptions
Read MoreMicah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how powerful this concept can be for any financial advisor.
Read MoreMatthew Jarvis walks you through evaluating the success or failure of your next Surge cycle.
Read MoreOn the fence about Surge? Here are the biggest excuses we hear advisors use for why Surge can’t work in their practice and why they should reconsider.
Read MoreSome advisors can deliver 4x more value in a single day than others deliver in a week. Here are three tips to help you streamline your practice.
Read MorePinning down the origins of Surge Meetings(™) might be a fun exercise, but it won’t help your practice (except maybe for helping you decide who you should trust for advice).
Read MoreYour clients would be better off basing their financial decisions on their horoscope than your economic commentary. Here’s how to address market concerns with your clients.
Read MoreAdvisors often get caught up in the day-to-day processes of their practices and forget that they significantly impact their client’s lives in many ways.
Read MoreCookie-cutter sales tactics don’t work when a prospect’s life savings are on the line. Matthew Jarvis, CFP®, explains how you can leverage your prospect process to stand apart from the competition.
Read MoreMatthew Jarvis, CFP®, shares nine gifts you can give your practice this holiday season to set your business up for success in the coming year.
Read MoreMatthew Jarvis, CFP®, shares takeaways from his conversation with Michael Kitces on maximizing your time and making the most of your calendar
Read MoreMicah Shilanski, CFP®, shares five common traps advisors fall into while searching for success and the most effective way for advisors to build their business.
Read MoreMany advisors we meet are going about prospecting all wrong. Matthew Jarvis, CFP®, shares a simple mindset change that will revolutionize your prospect process and your practice.
Read MoreWe all have time sucks in our practice; here’s how one system change helped Micah Shilanski, CFP®, free up hundreds of hours so he could serve more clients.
Read MoreMatthew Jarvis, CFP®, shares his top tips for successfully taking an extended leave from the office.
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