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, Nov 28, 2024

Julie Bray Case Study

Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.

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Thursday, Aug 22, 2024

Likes Won’t Pay Your Bills: Why Advisors Need to Get Real About Social Media

Micah Shilanski, CFP® shares actionable strategies to turn online engagement into real business growth.

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Monday, Jul 29, 2024

The Mirage of the Million-Dollar Dream

Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.

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Tuesday, Jul 16, 2024

The Hidden Consequences of Skipping Critical Steps in Financial Advisory

Micah Shilanski, CFP®, uncovers the hidden risks of skipping essential steps in financial advisory.

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Thursday, Jun 27, 2024

10 Biggest Benefits of Hiring a Virtual Assistant

Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.

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Friday, Jun 21, 2024

The Art of Serving High-Net-Worth Clients

Matthew Jarvis® discovers how to serve high-net-worth clients with expert insights from Paul Saganey.

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Friday, Jun 07, 2024

3 THINGS CPAs ARE THINKING BUT WON’T SAY OUT OF COURTESY

Matthew Jarvis, CFP®, uncovers the 3 key concerns CPAs have when referring clients to financial advisors and learns how to address them for stronger, trust-based relationships and valuable referrals. 

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Thursday, May 23, 2024

Hiring Gold: Proven Techniques to Attract Top Financial Advisors

Matthew Jarvis, CFP®, discovers how to define the ideal candidate profile, craft compelling job descriptions, effectively utilize online platforms and recruitment agencies, and implement retention strategies for long-term success.

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Thursday, May 09, 2024

Navigating the Moral Landscape of Finance

Micah Shilanski, CFP® discovers how he balances client preferences with ethical standards in the ever-evolving world of finance.

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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 29, 2024

Masterclass Sneak Peek: Check Out Micah’s Prospect Process

Micah Shilanski, CPF®, shares how he sets the stage for a premium client experience for his prospects so he can deliver as much value as possible during prospect meetings.

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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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