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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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At Capacity? Here’s How To Level Up
Feeling like you’re at capacity? Micah Shilanski, CFP®, shares the dangers of limitations and how to reach the next level in your practice.
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How To Empower Your Team While You’re On Vacation
Matthew Jarvis, CFP®, shares his top tips for successfully taking an extended leave from the office.
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You Need A VA, Here’s How To Find The Right Assistant For You
You can’t level up your practice without delegation. Micah Shilanski, CPF®, shares tips to help you find the right assistant asap
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How To Tell When You’re Ready To Start Delegating
Curious if you’re at a point in your practice where you can afford to delegate? Matthew Jarvis, CFP®, shares delegation benchmarks for advisors.
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4 Overlooked Ways to Build a Rockstar Team
Your lifestyle practice depends on having a Rockstar staff who can manage the office while you’re away. Here are four of Micah’s favorite ways to support his team.
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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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Secrets To Surging – What Other FA’s Don’t Tell You About Surging
Surge meetings happen with the Financial Advisors systematically holding client meetings in strategically designed blocks of time.
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ROTH Conversions And Capital Gains – Paying The Devil You Know
Some other day we will discuss the merits of ROTH conversions and Capital Gains harvesting, but for today, let’s focus on the taxes that must be paid when these tax strategies are used.
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Should We Buy Gold?
Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar strength/weakness, and ask – should we buy gold?
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