All that you need to know to get your life and your practice on the level you want it to be
Matthew Jarvis, CFPⓇ, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.
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.
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.
Matthew Jarvis shares how he uses value adds to convert prospects and why you should start using value adds before your competition does.
There are plenty of “reasons” why you’re telling yourself you can’t have a lifestyle practice—all these are head trash. Here’s why.
Matthew Jarvis walks you through evaluating the success or failure of your next Surge cycle.
Have you included these six fundamental elements in your process of success? Micah Shilanski shares what you need to succeed when onboarding new clients.
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
Delegation is a skill; you must practice getting it right. Here are seven tips to help the delegation in your practice hum along.
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.
Matthew challenges other advisors to a Value Showdown to see who can offer the best financial strategy in 30 minutes. Keep reading for all the details.
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.
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.
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.