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“Lifestyle Practice” Doesn’t Mean What You Think It Does
In this article, Micah Shilanski, CFP,Ⓡ clears the air on what a Lifestyle Practice is and when it becomes a cover for a lazy practice.
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Was Your Surge Successful? Here’s How You Can Tell
Matthew Jarvis walks you through evaluating the success or failure of your next Surge cycle.
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6 Important Fundamental Elements for an Effective Onboarding Process
Have you included these six fundamental elements in your process of success? Micah Shilanski shares what you need to succeed when onboarding new clients.
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One Little Thing Advisors Do To Tank Onboarding
While you think you’re helping a client by breaking your process, you’re actually hurting your relationship and denying them the value you promised
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4 Overlooked Ways to Build a Rockstar Team
Your lifestyle practice depends on having a Rockstar staff who can manage the office while you’re away. Here are four of Micah’s favorite ways to support his team.
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The Five Costliest Delegation Mistakes
A lot can go wrong when you start delegating tasks in your practice; here are our top five mistakes you can avoid the next time you assign tasks to your team.
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Surge Head Trash
On 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.
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3 Tips For Your Next Surge
Some 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.
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Who Invented Surge Meetings(™)?
Pinning 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).
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Perfect Practice Makes Perfect
It is the execution of the littlest details that will make having the home-court advantage actually mean something.
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What Metrics Should Matter To Your Practice?
The AUM is the right metric that shows how successful your practice is. Agree?
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“This can’t be fixed”
How can you get the person who can fix your problem on your side vs. making their day hell?
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Is it a joy or a burden talking with you?
Being with an upset client or a vendor that screwed something up, if you come in guns blazing, MAYBE you’ll get your way, but you will have burned a bridge.
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Imposter Syndrome
We don’t talk enough about imposter syndrome, and maybe that is because we create an atmosphere that you have to be just north of confident and slightly south of arrogant to be the best in finance.
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Show Me the Clients: Update Your Prospecting Strategy
The Internet is full of marketers who will try to convince you that there is one silver bullet to buy yourself a million more prospects overnight. No offense to marketers, but that’s simply not true.
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