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5 Questions Every Advisor Should Ask
Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform meetings from mundane to meaningful, uncovering clients’ true priorities and aspirations.
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Likes Won’t Pay Your Bills: Why Advisors Need to Get Real About Social Media
Micah Shilanski, CFP® shares actionable strategies to turn online engagement into real business growth.
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The Mirage of the Million-Dollar Dream
Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.
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The Hidden Consequences of Skipping Critical Steps in Financial Advisory
Micah Shilanski, CFP®, uncovers the hidden risks of skipping essential steps in financial advisory.
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10 Biggest Benefits of Hiring a Virtual Assistant
Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.
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Navigating the Moral Landscape of Finance
Micah Shilanski, CFP® discovers how he balances client preferences with ethical standards in the ever-evolving world of finance.
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How to Stop Being the Fun-Sucker on Vacation
If you’re the fun-sucker on vacation, you’re not alone! Matthew Jarvis, CFP®, shares a solution he found by happenstance.
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No One Cares About Your Economic Commentary
Your clients would be better off basing their financial decisions on their horoscope than your economic commentary. Here’s how to address market concerns with your clients.
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Money Isn’t Everything: How To Keep Quality Talent
Matthew Jarvis, CFP®, shares insights he learned from Jonathan Reynolds about how to attract and keep A-players on your team.
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Masterclass Sneak Peek: Check Out Micah’s Prospect Process
Micah Shilanski, CPF®, shares how he sets the stage for a premium client experience for his prospects so he can deliver as much value as possible during prospect meetings.
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Why You Should Join A Mastermind, Even If You Think It’s Not For You
Micah Shilanski, CFP®, shares advisors’ most common excuses for not joining a mastermind and why you should make the investment anyway.
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Why You Need To Rethink Your Prospect Process
Cookie-cutter sales tactics don’t work when a prospect’s life savings are on the line. Matthew Jarvis, CFP®, explains how you can leverage your prospect process to stand apart from the competition.
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Don’t Miss Out On This Powerful Tax Strategy For Clients
Matthew Jarvis, CFP®, shares how backdoor Roth contributions can be a game changer for your clients and several ways advisors mess it up.
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Don’t Know Your Closing Rate? Here’s How To Find It
Think you only need to see 25 prospects to get 25 new clients? Wrong! Matthew Jarvis, CFP®, shares how to find your close rate and the prospect data you should be tracking.
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9 Gifts To Make Your Practice Grow In 2024
Matthew Jarvis, CFP®, shares nine gifts you can give your practice this holiday season to set your business up for success in the coming year.
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