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Was Your Surge Successful? Here’s How You Can Tell
Matthew Jarvis walks you through evaluating the success or failure of your next Surge cycle.
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6 Important Fundamental Elements for an Effective Onboarding Process
Have you included these six fundamental elements in your process of success? Micah Shilanski shares what you need to succeed when onboarding new clients.
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One Little Thing Advisors Do To Tank Onboarding
While you think you’re helping a client by breaking your process, you’re actually hurting your relationship and denying them the value you promised
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7 Tips for Better Delegation
Delegation is a skill; you must practice getting it right. Here are seven tips to help the delegation in your practice hum along.
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Irrational Fear Holding Your Team Back? Here’s How To Move Forward
Matthew 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.
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The Challenge
Matthew 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.
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Surge Head Trash
On 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.
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3 Tips For Your Next Surge
Some 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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What Metrics Should Matter To Your Practice?
The AUM is the right metric that shows how successful your practice is. Agree?
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“This can’t be fixed”
How can you get the person who can fix your problem on your side vs. making their day hell?
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Is it a joy or a burden talking with you?
Being with an upset client or a vendor that screwed something up, if you come in guns blazing, MAYBE you’ll get your way, but you will have burned a bridge.
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Communicating with Clients
How many times have you taken a call from a client that really didn’t need you and needed a team member to help them make an appointment, update forms, relay information, etc.?
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Show Me the Clients: Update Your Prospecting Strategy
The Internet is full of marketers who will try to convince you that there is one silver bullet to buy yourself a million more prospects overnight. No offense to marketers, but that’s simply not true.
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We are the average of the 5 people with whom we spend the most time – Jim Rohn
While I spent virtually no time one-on-one with either of these men, they became two of the five people that shaped my practice and my life.
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Meetings That Convert: Amp Up Your Prospecting Process
Clients must recognize you as a person driven by their financial success. You can’t control what the prospect does, but you can control what you do.
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