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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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Who Invented Surge Meetings(™)?
Pinning down the origins of Surge Meetings(™) might be a fun exercise, but it won’t help your practice (except maybe for helping you decide who you should trust for advice).
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You’re Over-Complicating Your Fee Schedule
When people are looking for a financial advisor, they don’t ask what fee schedule he uses. No, they ask who’s the best, then figure out how to pay him.
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Perfect Practice Makes Perfect
It is the execution of the littlest details that will make having the home-court advantage actually mean something.
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What Metrics Should Matter To Your Practice?
The AUM is the right metric that shows how successful your practice is. Agree?
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“This can’t be fixed”
How can you get the person who can fix your problem on your side vs. making their day hell?
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Is it a joy or a burden talking with you?
Being with an upset client or a vendor that screwed something up, if you come in guns blazing, MAYBE you’ll get your way, but you will have burned a bridge.
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Communicating with Clients
How many times have you taken a call from a client that really didn’t need you and needed a team member to help them make an appointment, update forms, relay information, etc.?
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