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Want To See Big Changes in 2023? 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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7 Tips for Better Delegation
Delegation is a skill; you must practice getting it right. Here are seven tips to help the delegation in your practice hum along.
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4 Overlooked Ways to Build a Rockstar Team
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.
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Irrational Fear Holding Your Team Back? Here’s How To Move Forward
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.
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The Five Costliest Delegation Mistakes
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.
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The Challenge
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.
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Surge Head Trash
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.
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3 Tips For Your Next Surge
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.
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