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There’s A Better Way To Talk About Investing
Micah Shilanski, CFP®, shares his scripts for discussing investments with clients and why portfolios based...
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
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
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.
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.
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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