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Navigating the Moral Landscape of Finance
Micah Shilanski, CFP® discovers how he balances client preferences with ethical standards in the ever-evolving world of finance.
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How to Stop Being the Fun-Sucker on Vacation
If you’re the fun-sucker on vacation, you’re not alone! Matthew Jarvis, CFP®, shares a solution he found by happenstance.
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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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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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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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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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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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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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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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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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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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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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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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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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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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