EXPERT ADVISOR ADVICE

All that you need to know to get your life and your practice on the level you want it to be

Thursday, Sep 22, 2022

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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Thursday, Sep 08, 2022

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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Thursday, Aug 25, 2022

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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Thursday, Aug 11, 2022

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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Thursday, Aug 04, 2022

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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Thursday, Jun 23, 2022

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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Thursday, Jun 16, 2022

“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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Thursday, Jun 09, 2022

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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Wednesday, May 25, 2022

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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Thursday, May 19, 2022

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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Thursday, May 12, 2022

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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Tuesday, May 03, 2022

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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Thursday, Apr 28, 2022

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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Thursday, Apr 21, 2022

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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Thursday, Apr 14, 2022

You Know What They Say About Taxes

You know what they say: nothing in this world is as consistent as taxes. Unfortunately, we all know how true that can be. However, you may be making mistakes in tax planning that lead your clients to pay more than they should.

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