I want to learn more from advisors on
Personal Connections Matter, Here’s How To Build Them
Advisors often get caught up in the day-to-day processes of their practices and forget that they significantly impact their client’s lives in many ways.
See More
Money Isn’t Everything: How To Keep Quality Talent
Matthew Jarvis, CFP®, shares insights he learned from Jonathan Reynolds about how to attract and keep A-players on your team.
See More
Why You Should Join A Mastermind, Even If You Think It’s Not For You
Micah Shilanski, CFP®, shares advisors’ most common excuses for not joining a mastermind and why you should make the investment anyway.
See More
How To Find Out What Really Matters To Your Clients
Micah Shilanski, CFP®, shares his tried and true methods for uncovering what really matters in your clients’ lives so that you can help them reach their dreams.
See More
How An Unlikely Source Taught Micah A Valuable Lesson
Micah Shilanski, CFP®, shares how advisors can take advantage of everyday experiences to improve the ways they interact with clients.
See More
Traps That Advisors Fall Into And How to Avoid Them
Micah Shilanski, CFP®, shares five common traps advisors fall into while searching for success and the most effective way for advisors to build their business.
See More
There’s A Better Way To Talk About Investing
Micah Shilanski, CFP®, shares his scripts for discussing investments with clients and why portfolios based on emotional risk tolerance fail to deliver.
See More
Three Myths About Surge And What You Should Know
Despite 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 More
Prospecting Got You Down? Here’s How To Turn It Around
Rejection 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 More
Want Better Team Training? Here Are 3 Ways You Can Improve
Micah Shilanski, CFP®, shares three ways to enhance team training through guided discovery conversations, regular scheduling, and different training approaches.
See More
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.
See More
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.
See More
How To Empower Your Team While You’re On Vacation
Matthew Jarvis, CFP®, shares his top tips for successfully taking an extended leave from the office.
See More
How To Tell When You’re Ready To Start Delegating
Curious if you’re at a point in your practice where you can afford to delegate? Matthew Jarvis, CFP®, shares delegation benchmarks for advisors.
See More
Don’t Be Fooled By The Illusion of Zero Effort
Matthew Jarvis, CFP®, shares a simple secret to success that most advisors avoid in their firms: the power of repetition.
See More