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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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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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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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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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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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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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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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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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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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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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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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