EXPERT ADVISOR ADVICE

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

There’s A Better Way To Talk About Investing

Micah Shilanski, CFP®, shares his scripts for discussing investments with clients and why portfolios based...

Thursday, Sep 28, 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

Thursday, Sep 14, 2023

How To Deliver The Most Value With A Tax Return

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

Thursday, Aug 31, 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.

Thursday, Aug 24, 2023

Afraid Of Rejection? Here’s How To Remove The Sting From Prospecting

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.

Thursday, Aug 10, 2023

Popular Topics

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Value Adds

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

2

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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