EXPERT ADVISOR ADVICE

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

Don’t Be Fooled By The Illusion of Zero Effort

Matthew Jarvis, CFP®, shares a simple secret to success that most advisors avoid in their firms: the power...

Thursday, Mar 30, 2023

7 Unexpected Time-sucks (and How To Break The Cycle)

Micah Shilanski, CPF®, shares how to tell when you’re stuck playing office and ways you break out and reframe your mindset to get back to the deep work that drives revenue.

Thursday, Mar 23, 2023

Know Your Worth, Know Your Value

Micah Shilanski, CPF®, shares tips on valuating your practice and why this matters for business decisions.

Thursday, Mar 09, 2023

Advisors Always Overlook This Part of the Prospect Process

When prospecting, everyone talks about what to do after the client is already sitting in the conference room, but have you thought about what happens before that?

Thursday, Feb 23, 2023

So What, Exactly, Is The Perfect RIA?

Micah Shilanski, CPF®, shares how The Perfect RIA transforms the financial planning industry by providing financial advisors with a real-world formula for success.

Thursday, Feb 16, 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

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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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