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The Hidden Consequences of Skipping Critical Steps in Financial Advisory
Micah Shilanski, CFP®, uncovers the hidden risks of skipping essential steps in financial advisory.
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10 Biggest Benefits of Hiring a Virtual Assistant
Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.
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Navigating the Moral Landscape of Finance
Micah Shilanski, CFP® discovers how he balances client preferences with ethical standards in the ever-evolving world of finance.
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Personal Connections Matter, Here’s How To Build Them
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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Money Isn’t Everything: How To Keep Quality Talent
Matthew Jarvis, CFP®, shares insights he learned from Jonathan Reynolds about how to attract and keep A-players on your team.
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Masterclass Sneak Peek: Check Out Micah’s Prospect Process
Micah Shilanski, CPF®, shares how he sets the stage for a premium client experience for his prospects so he can deliver as much value as possible during prospect meetings.
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Why You Should Join A Mastermind, Even If You Think It’s Not For You
Micah Shilanski, CFP®, shares advisors’ most common excuses for not joining a mastermind and why you should make the investment anyway.
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9 Gifts To Make Your Practice Grow In 2024
Matthew Jarvis, CFP®, shares nine gifts you can give your practice this holiday season to set your business up for success in the coming year.
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How To Find Out What Really Matters To Your Clients
Micah Shilanski, CFP®, shares his tried and true methods for uncovering what really matters in your clients’ lives so that you can help them reach their dreams.
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How An Unlikely Source Taught Micah A Valuable Lesson
Micah Shilanski, CFP®, shares how advisors can take advantage of everyday experiences to improve the ways they interact with clients.
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Traps That Advisors Fall Into And How to Avoid Them
Micah Shilanski, CFP®, shares five common traps advisors fall into while searching for success and the most effective way for advisors to build their business.
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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.
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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
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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.
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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.
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