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4 Overlooked Ways To Cultivate A Quality Client Experience
Matthew 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.
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At Capacity? Here’s How To Level Up
Feeling like you’re at capacity? Micah Shilanski, CFP®, shares the dangers of limitations and how to reach the next level in your practice.
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You Need A VA, Here’s How To Find The Right Assistant For You
You can’t level up your practice without delegation. Micah Shilanski, CPF®, shares tips to help you find the right assistant asap
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7 Unexpected Time-sucks (and How To Break The Cycle)
Micah 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.
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Know Your Worth, Know Your Value
Micah Shilanski, CPF®, shares tips on valuating your practice and why this matters for business decisions.
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So What, Exactly, Is The Perfect RIA?
Micah 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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How to Deliver Massive Value with Video Messages
Micah Shilanski, CPF®, shares how embracing technology has upped his communications game. However, there are a few rules you should follow.
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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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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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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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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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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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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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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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“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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