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, Jan 05, 2023

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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Thursday, Dec 22, 2022

Still Holding Out on Surge™? 2023 Could Be Your Year

Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how powerful this concept can be for any financial advisor.

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Thursday, Dec 15, 2022

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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Thursday, Dec 01, 2022

5 Mistakes Advisors Make When Creating value adds

Matthew Jarvis, CFP®, discusses the five biggest mistakes advisors make when creating value adds for their clients.

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Friday, Nov 25, 2022

Want to Deliver Massive Value? Here’s How

Micah shares a client story about using a simple, hand-drawn value-add to catch a critical error and deliver massive value.

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Thursday, Nov 10, 2022

Want A Lifestyle Practice? Close Your Web Browser

There’s more to having a lifestyle practice than taking time off: Micah Shilanski, CFP®, shares focus hacks to help you become hyper-effective at work.

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Thursday, Nov 03, 2022

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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Thursday, Oct 27, 2022

“Lifestyle Practice” Doesn’t Mean What You Think It Does

In this article, Micah Shilanski, CFP,Ⓡ clears the air on what a Lifestyle Practice is and when it becomes a cover for a lazy practice.

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Thursday, Oct 20, 2022

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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Thursday, Oct 13, 2022

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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Thursday, Oct 06, 2022

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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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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