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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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So What, Exactly, Is The Perfect RIA?
Micah Shilanski, CPF®, shares how The Perfect RIA transforms the financial planning industry by providing financial advisors with a real-world formula for success.
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How to Deliver Massive Value with Video Messages
Micah Shilanski, CPF®, shares how embracing technology has upped his communications game. However, there are a few rules you should follow.
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7 Surprisingly Simple Ways To Double Your Productivity This Week
What changes would you make if you had to double your productivity today? Matthew Jarvis, CFP®, shares seven surprisingly simple ways you could do just that.
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Want To See Big Changes in 2026? Stop Playing Office
Matthew Jarvis, CFP®, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.
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Those Little Lies We Tell Ourselves Add Up
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.
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Intentionally Account For Your Year
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.
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Value Adds are Friggin Awesome, Here’s Why
Matthew Jarvis shares how he uses value adds to convert prospects and why you should start using value adds before your competition does.
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What If I Don’t Want a Lifestyle Practice?
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.
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Was Your Surge Successful? Here’s How You Can Tell
Matthew Jarvis walks you through evaluating the success or failure of your next Surge cycle.
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6 Important Fundamental Elements for an Effective Onboarding Process
Have you included these six fundamental elements in your process of success? Micah Shilanski shares what you need to succeed when onboarding new clients.
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One Little Thing Advisors Do To Tank Onboarding
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
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