I want to learn more from advisors on
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.
See More
There’s A Better Way To Talk About Investing
Micah Shilanski, CFP®, shares his scripts for discussing investments with clients and why portfolios based on emotional risk tolerance fail to deliver.
See More
Three Myths About Surge And What You Should Know
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
See More
How To Deliver The Most Value With A Tax Return
Matthew Jarvis, CFP®, shares how to overcome hurdles in getting client tax returns and how to make basic tax projections to deliver massive value to your clients
See More
Prospecting Got You Down? Here’s How To Turn It Around
Rejection hurts, which is why so many advisors hide from prospecting by playing office. Micah Shilanski, CFP®, shares ways to adjust your mindset around rejection.
See More
Afraid Of Rejection? Here’s How To Remove The Sting From Prospecting
Many 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.
See More
Want Better Team Training? Here Are 3 Ways You Can Improve
Micah Shilanski, CFP®, shares three ways to enhance team training through guided discovery conversations, regular scheduling, and different training approaches.
See More
Why you need better processes and how to make them
It’s still possible to meet your goals in 2023! Matthew Jarvis, CFP®, shares tips for creating processes to deliver massive value to your clients.
See More
At Capacity? Here’s How To Find More Time To Serve More Clients
We 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.
See More
Intimidated By Content Creation? Here Are Proven Tips To Help
Micah Shilanski, CFP®, shares nine tips to help you reach your content creation goals so you can grow your practice.
See More
4 Overlooked Ways To Cultivate A Quality Client Experience
Matthew Jarvis, CFP®, shares four ways to improve your client experience, from setting the stage to asking the right questions and serving as your client’s financial guide.
See More
At Capacity? Here’s How To Level Up
Feeling like you’re at capacity? Micah Shilanski, CFP®, shares the dangers of limitations and how to reach the next level in your practice.
See More
How To Empower Your Team While You’re On Vacation
Matthew Jarvis, CFP®, shares his top tips for successfully taking an extended leave from the office.
See More
You Need A VA, Here’s How To Find The Right Assistant For You
You can’t level up your practice without delegation. Micah Shilanski, CPF®, shares tips to help you find the right assistant asap
See More
How To Tell When You’re Ready To Start Delegating
Curious if you’re at a point in your practice where you can afford to delegate? Matthew Jarvis, CFP®, shares delegation benchmarks for advisors.
See More