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Stop Stressing About Raising Fees – We’ve Got You Covered
Raising fees can feel nerve-wracking—palms sweaty, mind racing, worrying if clients will walk away. But with the right approach, it’s an opportunity to strengthen relationships by clearly communicating the value you bring. That’s why we created a foolproof fee-increase letter to make these conversations stress-free, professional, and effective—because your expertise is worth it!
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4 Guaranteed Ways You Can Improve Your Client Experience
Here are four methods Micah Shilanski implements in his office that are guaranteed to improve your client experience.
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Julie Bray Case Study
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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Why Simplicity Wins: The Benefits of a One-Page Financial Plan
The traditional multi-page approach often drowns clients in jargon and complexity, leaving them confused and disengaged.
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Why You Should Never Apologize for Raising Your Fees
Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform meetings from mundane to meaningful, uncovering clients’ true priorities and aspirations.
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Likes Won’t Pay Your Bills: Why Advisors Need to Get Real About Social Media
Micah Shilanski, CFP® shares actionable strategies to turn online engagement into real business growth.
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The Mirage of the Million-Dollar Dream
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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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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