All that you need to know to get your life and your practice on the level you want it to be
Micah Shilanski, CFP®, shares how advisors can take advantage of everyday experiences to improve the ways they interact with clients.
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.
Micah Shilanski, CFP®, shares his scripts for discussing investments with clients and why portfolios based on emotional risk tolerance fail to deliver.
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
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.
Micah Shilanski, CFP®, shares three ways to enhance team training through guided discovery conversations, regular scheduling, and different training approaches.
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.
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.
Matthew Jarvis, CFP®, shares his top tips for successfully taking an extended leave from the office.
Curious if you’re at a point in your practice where you can afford to delegate? Matthew Jarvis, CFP®, shares delegation benchmarks for advisors.
Matthew Jarvis, CFP®, shares a simple secret to success that most advisors avoid in their firms: the power of repetition.
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?
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.
Matthew Jarvis, CFP®, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.
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.