EXPERT ADVISOR ADVICE

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

Why You Need To Rethink Your Prospect Process

Cookie-cutter sales tactics don’t work when a prospect’s life savings are on the line. Matthew Jarvis,...

Thursday, Feb 08, 2024

Don’t Miss Out On This Powerful Tax Strategy For Clients

Matthew Jarvis, CFP®, shares how backdoor Roth contributions can be a game changer for your clients and several ways advisors mess it up.

Thursday, Jan 25, 2024

Don’t Know Your Closing Rate? Here’s How To Find It

Think you only need to see 25 prospects to get 25 new clients? Wrong! Matthew Jarvis, CFP®, shares how to find your close rate and the prospect data you should be tracking.

Thursday, Jan 11, 2024

9 Gifts To Make Your Practice Grow In 2024

Matthew Jarvis, CFP®, shares nine gifts you can give your practice this holiday season to set your business up for success in the coming year.

Thursday, Dec 28, 2023

How To Find Out What Really Matters To Your Clients

Micah Shilanski, CFP®, shares his tried and true methods for uncovering what really matters in your clients’ lives so that you can help them reach their dreams.

Thursday, Dec 14, 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

3

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

4

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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