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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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Show Me the Clients: Update Your Prospecting Strategy
The Internet is full of marketers who will try to convince you that there is one silver bullet to buy yourself a million more prospects overnight. No offense to marketers, but that’s simply not true.
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We are the average of the 5 people with whom we spend the most time – Jim Rohn
While I spent virtually no time one-on-one with either of these men, they became two of the five people that shaped my practice and my life.
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Meetings That Convert: Amp Up Your Prospecting Process
Clients must recognize you as a person driven by their financial success. You can’t control what the prospect does, but you can control what you do.
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Finding a Mastermind for Financial Advisors
The “No Theories. No B.S. Rule” – You cannot talk the talk if you haven’t walked the walk!
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Let’s Talk Taxes: How to Approach Tax Season with Your Clients
There aren’t a lot of words clients hate to hear more than taxes. Keep reading to learn tips and tricks for broaching the topic of taxes with your clients and keeping the entire process smooth and productive.
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