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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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Why you need better processes and how to make them
It’s still possible to meet your goals in 2023! Matthew Jarvis, CFP®, shares tips for creating processes to deliver massive value to your clients.
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At Capacity? Here’s How To Find More Time To Serve More Clients
We 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.
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Intimidated By Content Creation? Here Are Proven Tips To Help
Micah Shilanski, CFP®, shares nine tips to help you reach your content creation goals so you can grow your practice.
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4 Overlooked Ways To Cultivate A Quality Client Experience
Matthew Jarvis, CFP®, shares four ways to improve your client experience, from setting the stage to asking the right questions and serving as your client’s financial guide.
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At Capacity? Here’s How To Level Up
Feeling like you’re at capacity? Micah Shilanski, CFP®, shares the dangers of limitations and how to reach the next level in your practice.
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How To Empower Your Team While You’re On Vacation
Matthew Jarvis, CFP®, shares his top tips for successfully taking an extended leave from the office.
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You Need A VA, Here’s How To Find The Right Assistant For You
You can’t level up your practice without delegation. Micah Shilanski, CPF®, shares tips to help you find the right assistant asap
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How To Tell When You’re Ready To Start Delegating
Curious if you’re at a point in your practice where you can afford to delegate? Matthew Jarvis, CFP®, shares delegation benchmarks for advisors.
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Don’t Be Fooled By The Illusion of Zero Effort
Matthew Jarvis, CFP®, shares a simple secret to success that most advisors avoid in their firms: the power of repetition.
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7 Unexpected Time-sucks (and How To Break The Cycle)
Micah Shilanski, CPF®, shares how to tell when you’re stuck playing office and ways you break out and reframe your mindset to get back to the deep work that drives revenue.
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Know Your Worth, Know Your Value
Micah Shilanski, CPF®, shares tips on valuating your practice and why this matters for business decisions.
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Advisors Always Overlook This Part of the Prospect Process
When prospecting, everyone talks about what to do after the client is already sitting in the conference room, but have you thought about what happens before that?
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