Micah Shilanski, CFP®, shares his scripts for discussing investments with clients and why portfolios based...
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
Matthew Jarvis, CFP®, shares how to overcome hurdles in getting client tax returns and how to make basic tax projections to deliver massive value to your clients
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.
Many advisors we meet are going about prospecting all wrong. Matthew Jarvis, CFP®, shares a simple mindset change that will revolutionize your prospect process and your practice.
If you are routinely providing clients with value adds in a consistent, efficient, and deliverable
Surge meetings happen with the Financial Advisors systematically holding client meetings in
Before giving someone else advice about their practice, make sure you’re not the one speaking out
Some advisors can deliver 4x more value in a single day than others deliver in a week. Here are
Client meetings can be a dreaded part of a routine or you and your clients’ favorite part of your