Micah Shilanski, CFP®, shares his scripts for discussing investments with clients and why portfolios based on emotional risk tolerance fail to deliver.
See MoreDespite 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 MoreMatthew 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 MoreRejection 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 MoreMany 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 MoreMicah Shilanski, CFP®, shares three ways to enhance team training through guided discovery conversations, regular scheduling, and different training approaches.
See MoreIt’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 MoreWe all have time sucks in our practice; here’s how one system change helped Micah Shilanski, CFP®, free up hundreds of hours so he could serve more clients.
See MoreMicah Shilanski, CFP®, shares nine tips to help you reach your content creation goals so you can grow your practice.
See MoreMatthew Jarvis, CFP®, shares four ways to improve your client experience, from setting the stage to asking the right questions and serving as your client’s financial guide.
See MoreFeeling like you’re at capacity? Micah Shilanski, CFP®, shares the dangers of limitations and how to reach the next level in your practice.
See MoreYou can’t level up your practice without delegation. Micah Shilanski, CPF®, shares tips to help you find the right assistant asap
See MoreMicah Shilanski, CPF®, shares how to tell when you’re stuck playing office and ways you break out and reframe your mindset to get back to the deep work that drives revenue.
See MoreMicah Shilanski, CPF®, shares tips on valuating your practice and why this matters for business decisions.
See MoreMicah Shilanski, CPF®, shares how The Perfect RIA transforms the financial planning industry by providing financial advisors with a real-world formula for success.
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