Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how powerful this concept can be for any financial advisor.
See MoreMatthew Jarvis shares how he uses value adds to convert prospects and why you should start using value adds before your competition does.
See MoreMatthew Jarvis, CFP®, discusses the five biggest mistakes advisors make when creating value adds for their clients.
See MoreMicah shares a client story about using a simple, hand-drawn value-add to catch a critical error and deliver massive value.
See MoreThere’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.
See MoreThere are plenty of “reasons” why you’re telling yourself you can’t have a lifestyle practice—all these are head trash. Here’s why.
See MoreIn this article, Micah Shilanski, CFP,Ⓡ clears the air on what a Lifestyle Practice is and when it becomes a cover for a lazy practice.
See MoreMatthew Jarvis walks you through evaluating the success or failure of your next Surge cycle.
See MoreHave you included these six fundamental elements in your process of success? Micah Shilanski shares what you need to succeed when onboarding new clients.
See MoreWhile you think you’re helping a client by breaking your process, you’re actually hurting your relationship and denying them the value you promised
See MoreDelegation is a skill; you must practice getting it right. Here are seven tips to help the delegation in your practice hum along.
See MoreMatthew 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.
See MoreMatthew 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.
See MoreOn 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.
See MoreSome advisors can deliver 4x more value in a single day than others deliver in a week. Here are three tips to help you streamline your practice.
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