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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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Who Invented Surge Meetings(™)?
Pinning down the origins of Surge Meetings(™) might be a fun exercise, but it won’t help your practice (except maybe for helping you decide who you should trust for advice).
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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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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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Finding a Mastermind for Financial Advisors
The “No Theories. No B.S. Rule” – You cannot talk the talk if you haven’t walked the walk!
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Let’s Talk Taxes: How to Approach Tax Season with Your Clients
There aren’t a lot of words clients hate to hear more than taxes. Keep reading to learn tips and tricks for broaching the topic of taxes with your clients and keeping the entire process smooth and productive.
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You Know What They Say About Taxes
You know what they say: nothing in this world is as consistent as taxes. Unfortunately, we all know how true that can be. However, you may be making mistakes in tax planning that lead your clients to pay more than they should.
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Let’s Take a Look At Your ADV
Before giving someone else advice about their practice, make sure you’re not the one speaking out of turn.
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Let’s Get a Copy Of The Tax Return
Instead of trying to argue with the client about the dangers of owning rentals, simply ask that the client get a copy of the tax return because “like fishing stories, everyone tends to exaggerate how much money their rental makes, EXCEPT when reporting it to the IRS.”
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Email Is Still Mail
Somewhere along the way, we forgot that email is just that… mail. If you received a piece of written correspondence from a client, would you rush to your desk to send a letter back?
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Like Coke from a Coffee Mug: Run Your Best Client Meeting
Client meetings can be a dreaded part of a routine or you and your clients’ favorite part of your working relationship
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