I want to learn more from advisors on
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.
See More
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.
See More
How To Find Out What Really Matters To Your Clients
Micah Shilanski, CFP®, shares his tried and true methods for uncovering what really matters in your clients’ lives so that you can help them reach their dreams.
See More
Are You Asking The Right Questions In Estate Planning?
Matthew Jarvis, CFP®, digs into how to build a solid relationship with your clients so you can discover what they really want when planning their estate.
See More
How An Unlikely Source Taught Micah A Valuable Lesson
Micah Shilanski, CFP®, shares how advisors can take advantage of everyday experiences to improve the ways they interact with clients.
See More
Feeling Crunched For Time? Here’s How To Structure Your Schedule
Matthew Jarvis, CFP®, shares takeaways from his conversation with Michael Kitces on maximizing your time and making the most of your calendar
See More
Traps That Advisors Fall Into And How to Avoid Them
Micah Shilanski, CFP®, shares five common traps advisors fall into while searching for success and the most effective way for advisors to build their business.
See More
Why This Number Is The Most Important Metric In Your Practice
Not all the metrics we measure in our practice are created equal. Matthew Jarvis, CFP®, shares the one number you must be tracking to build an effective practice.
See More
There’s A Better Way To Talk About Investing
Micah Shilanski, CFP®, shares his scripts for discussing investments with clients and why portfolios based on emotional risk tolerance fail to deliver.
See More
Three Myths About Surge And What You Should Know
Despite taking the industry by storm, advisors still believe these three myths about Surge. Micah Shilanski, CFP®, shares how to overcome these common Surge misconceptions
See More
How To Deliver The Most Value With A Tax Return
Matthew Jarvis, CFP®, shares how to overcome hurdles in getting client tax returns and how to make basic tax projections to deliver massive value to your clients
See More
Prospecting Got You Down? Here’s How To Turn It Around
Rejection hurts, which is why so many advisors hide from prospecting by playing office. Micah Shilanski, CFP®, shares ways to adjust your mindset around rejection.
See More
Afraid Of Rejection? Here’s How To Remove The Sting From Prospecting
Many advisors we meet are going about prospecting all wrong. Matthew Jarvis, CFP®, shares a simple mindset change that will revolutionize your prospect process and your practice.
See More
Want Better Team Training? Here Are 3 Ways You Can Improve
Micah Shilanski, CFP®, shares three ways to enhance team training through guided discovery conversations, regular scheduling, and different training approaches.
See More
Why you need better processes and how to make them
It’s still possible to meet your goals in 2023! Matthew Jarvis, CFP®, shares tips for creating processes to deliver massive value to your clients.
See More