EXPERT ADVISOR ADVICE

All that you need to know to get your life and your practice on the level you want it to be

7 Surprisingly Simple Ways To Double Your Productivity This Week

What changes would you make if you had to double your productivity today? Matthew Jarvis, CFPⓇ, shares...

Thursday, Feb 02, 2023

Want To See Big Changes in 2023? Stop Playing Office

Matthew Jarvis, CFPⓇ, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.

Thursday, Jan 19, 2023

Those Little Lies We Tell Ourselves Add Up

Micah Shilanski, CFPⓇ, shares the impact too much bravado can have on your practice and how those little lies we tell ourselves keep us from reaching our goals.

Thursday, Jan 05, 2023

Intentionally Account For Your Year

Matthew Jarvis, CFP®, shares an end-of-year practice that’s completely changed how he views his progress as a person, husband, father, and financial advisor.

Thursday, Dec 29, 2022

Still Holding Out on Surge™? 2023 Could Be Your Year

Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how powerful this concept can be for any financial advisor.

Thursday, Dec 22, 2022

Popular Topics

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Value Adds

If you are routinely providing clients with value adds in a consistent, efficient, and deliverable

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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

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Let’s Take a Look At Your ADV

Before giving someone else advice about their practice, make sure you’re not the one speaking out

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3 Tips For Your Next Surge 

Some advisors can deliver 4x more value in a single day than others deliver in a week. Here are

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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

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