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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See MoreMicah Shilanski, CFP®, shares how advisors can take advantage of everyday experiences to improve the ways they interact with clients.
See MoreMicah Shilanski, CFP®, shares five common traps advisors fall into while searching for success and the most effective way for advisors to build their business.
See MoreMicah Shilanski, CFP®, shares his scripts for discussing investments with clients and why portfolios based on emotional risk tolerance fail to deliver.
See MoreDespite 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 MoreRejection 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 MoreMicah Shilanski, CFP®, shares three ways to enhance team training through guided discovery conversations, regular scheduling, and different training approaches.
See MoreIt’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 MoreWe 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 MoreMicah Shilanski, CFP®, shares nine tips to help you reach your content creation goals so you can grow your practice.
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