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, Jun 29, 2023

At Capacity? Here’s How To Find More Time To Serve More Clients

We 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.

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Thursday, Jun 22, 2023

Intimidated By Content Creation? Here Are Proven Tips To Help

Micah Shilanski, CFP®, shares nine tips to help you reach your content creation goals so you can grow your practice.

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Friday, Jun 09, 2023

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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Thursday, May 25, 2023

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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Thursday, Apr 27, 2023

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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Thursday, Mar 23, 2023

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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Thursday, Mar 09, 2023

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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Thursday, Feb 16, 2023

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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Thursday, Feb 09, 2023

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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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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