I want to learn more from advisors on
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
Don’t Be Fooled By The Illusion of Zero Effort
Matthew Jarvis, CFP®, shares a simple secret to success that most advisors avoid in their firms: the power of repetition.
See More
7 Unexpected Time-sucks (and How To Break The Cycle)
Micah Shilanski, CPF®, shares how to tell when you’re stuck playing office and ways you break out and reframe your mindset to get back to the deep work that drives revenue.
See More
Know Your Worth, Know Your Value
Micah Shilanski, CPF®, shares tips on valuating your practice and why this matters for business decisions.
See More
Advisors Always Overlook This Part of the Prospect Process
When prospecting, everyone talks about what to do after the client is already sitting in the conference room, but have you thought about what happens before that?
See More
So What, Exactly, Is The Perfect RIA?
Micah Shilanski, CPF®, shares how The Perfect RIA transforms the financial planning industry by providing financial advisors with a real-world formula for success.
See More
How to Deliver Massive Value with Video Messages
Micah Shilanski, CPF®, shares how embracing technology has upped his communications game. However, there are a few rules you should follow.
See More
7 Surprisingly Simple Ways To Double Your Productivity This Week
What changes would you make if you had to double your productivity today? Matthew Jarvis, CFP®, shares seven surprisingly simple ways you could do just that.
See More
Want To See Big Changes in 2023? Stop Playing Office
Matthew Jarvis, CFP®, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.
See More
Those Little Lies We Tell Ourselves Add Up
Micah Shilanski, CFPⓇ, shares the impact too much bravado can have on your practice and how those little lies we tell ourselves keep us from reaching our goals.
See More
Intentionally Account For Your Year
Matthew Jarvis, CFP®, shares an end-of-year practice that’s completely changed how he views his progress as a person, husband, father, and financial advisor.
See More
Still Holding Out on Surge™? 2023 Could Be Your Year
Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how powerful this concept can be for any financial advisor.
See More
Value Adds are Friggin Awesome, Here’s Why
Matthew Jarvis shares how he uses value adds to convert prospects and why you should start using value adds before your competition does.
See More
5 Mistakes Advisors Make When Creating value adds
Matthew Jarvis, CFP®, discusses the five biggest mistakes advisors make when creating value adds for their clients.
See More
Want to Deliver Massive Value? Here’s How
Micah shares a client story about using a simple, hand-drawn value-add to catch a critical error and deliver massive value.
See More