All that you need to know to get your life and your practice on the level you want it to be
Tags: advice, communication, deliver massive value, productivity
What changes would you make if you had to double your productivity today? Matthew Jarvis, CFPⓇ, shares...
Matthew Jarvis, CFPⓇ, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.
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.
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.
Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how powerful this concept can be for any financial advisor.
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
Take the quiz to see how your practice stacks up