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, Mar 28, 2024

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.

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Thursday, Mar 14, 2024

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.

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Thursday, Feb 22, 2024

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.

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Thursday, Dec 14, 2023

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.

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Thursday, Nov 23, 2023

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.

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Thursday, Oct 26, 2023

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.

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Thursday, Sep 28, 2023

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.

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Thursday, Sep 14, 2023

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

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Thursday, Aug 24, 2023

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.

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Thursday, Jul 27, 2023

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.

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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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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 11, 2023

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.

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Thursday, Apr 13, 2023

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.

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Thursday, Mar 30, 2023

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.

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