EXPERT ADVISOR ADVICE

All that you need to know to get your life and your practice on the level you want it to be

Thursday, Apr 11, 2024

No One Cares About Your Economic Commentary

Your 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.

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Thursday, Mar 28, 2024

Personal Connections Matter, Here’s How To Build Them

Advisors 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.

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Thursday, Mar 14, 2024

Money Isn’t Everything: How To Keep Quality Talent

Matthew Jarvis, CFP®, shares insights he learned from Jonathan Reynolds about how to attract and keep A-players on your team.

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Thursday, Feb 29, 2024

Masterclass Sneak Peek: Check Out Micah’s Prospect Process

Micah Shilanski, CPF®, shares how he sets the stage for a premium client experience for his prospects so he can deliver as much value as possible during prospect meetings.

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Thursday, Feb 22, 2024

Why You Should Join A Mastermind, Even If You Think It’s Not For You

Micah Shilanski, CFP®, shares advisors’ most common excuses for not joining a mastermind and why you should make the investment anyway.

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Thursday, Feb 08, 2024

Why You Need To Rethink Your Prospect Process

Cookie-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.

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Thursday, Jan 25, 2024

Don’t Miss Out On This Powerful Tax Strategy For Clients

Matthew Jarvis, CFP®, shares how backdoor Roth contributions can be a game changer for your clients and several ways advisors mess it up.

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Thursday, Jan 11, 2024

Don’t Know Your Closing Rate? Here’s How To Find It

Think you only need to see 25 prospects to get 25 new clients? Wrong! Matthew Jarvis, CFP®, shares how to find your close rate and the prospect data you should be tracking.

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Thursday, Dec 28, 2023

9 Gifts To Make Your Practice Grow In 2024

Matthew Jarvis, CFP®, shares nine gifts you can give your practice this holiday season to set your business up for success in the coming year.

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Thursday, Dec 14, 2023

How To Find Out What Really Matters To Your Clients

Micah Shilanski, CFP®, shares his tried and true methods for uncovering what really matters in your clients’ lives so that you can help them reach their dreams.

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Thursday, Nov 30, 2023

Are You Asking The Right Questions In Estate Planning?

Matthew Jarvis, CFP®, digs into how to build a solid relationship with your clients so you can discover what they really want when planning their estate.

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Thursday, Nov 23, 2023

How An Unlikely Source Taught Micah A Valuable Lesson

Micah Shilanski, CFP®, shares how advisors can take advantage of everyday experiences to improve the ways they interact with clients.

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Thursday, Nov 09, 2023

Feeling Crunched For Time? Here’s How To Structure Your Schedule

Matthew Jarvis, CFP®, shares takeaways from his conversation with Michael Kitces on maximizing your time and making the most of your calendar

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Thursday, Oct 26, 2023

Traps That Advisors Fall Into And How to Avoid Them

Micah Shilanski, CFP®, shares five common traps advisors fall into while searching for success and the most effective way for advisors to build their business.

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Thursday, Oct 12, 2023

Why This Number Is The Most Important Metric In Your Practice

Not all the metrics we measure in our practice are created equal. Matthew Jarvis, CFP®, shares the one number you must be tracking to build an effective practice.

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