I want to learn more from advisors on
Stop Stressing About Raising Fees – We’ve Got You Covered
Raising fees can feel nerve-wracking—palms sweaty, mind racing, worrying if clients will walk away. But...
4 Guaranteed Ways You Can Improve Your Client Experience
Here are four methods Micah Shilanski implements in his office that are guaranteed to improve your client experience.
Julie Bray Case Study
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.
Why Simplicity Wins: The Benefits of a One-Page Financial Plan
The traditional multi-page approach often drowns clients in jargon and complexity, leaving them confused and disengaged.
Why You Should Never Apologize for Raising Your Fees
Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform meetings from mundane to meaningful, uncovering clients’ true priorities and aspirations.
Popular Topics
Value Adds
If you are routinely providing clients with value adds in a consistent, efficient, and deliverable
Still Holding Out on Surge™? 2023 Could Be Your Year
Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how
5 Questions Every Advisor Should Ask
Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform
Stop Stressing About Raising Fees – We’ve Got You Covered
Raising fees can feel nerve-wracking—palms sweaty, mind racing, worrying if clients will walk
Why You Should Never Apologize for Raising Your Fees
Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform