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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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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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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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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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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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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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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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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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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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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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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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Advisors Always Overlook This Part of the Prospect Process
When prospecting, everyone talks about what to do after the client is already sitting in the conference room, but have you thought about what happens before that?
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7 Surprisingly Simple Ways To Double Your Productivity This Week
What changes would you make if you had to double your productivity today? Matthew Jarvis, CFP®, shares seven surprisingly simple ways you could do just that.
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Want To See Big Changes in 2023? Stop Playing Office
Matthew Jarvis, CFP®, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.
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Intentionally Account For Your Year
Matthew Jarvis, CFP®, shares an end-of-year practice that’s completely changed how he views his progress as a person, husband, father, and financial advisor.
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