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, 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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Thursday, Sep 28, 2023

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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Thursday, Sep 14, 2023

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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Thursday, Aug 24, 2023

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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Thursday, Jul 27, 2023

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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Thursday, Jun 29, 2023

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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Thursday, Jun 22, 2023

Intimidated By Content Creation? Here Are Proven Tips To Help

Micah Shilanski, CFP®, shares nine tips to help you reach your content creation goals so you can grow your practice.

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Friday, Jun 09, 2023

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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