EXPERT ADVISOR ADVICE

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

Money Isn’t Everything: How To Keep Quality Talent

Matthew Jarvis, CFP®, shares insights he learned from Jonathan Reynolds about how to attract and keep...

Thursday, Mar 14, 2024

Masterclass Sneak Peek: Check Out Micah’s Prospect Process

Micah Shilanski, CPF®, shares how he sets the stage for a premium client experience for his prospects so he can deliver as much value as possible during prospect meetings.

Thursday, Feb 29, 2024

Why You Should Join A Mastermind, Even If You Think It’s Not For You

Micah Shilanski, CFP®, shares advisors’ most common excuses for not joining a mastermind and why you should make the investment anyway.

Thursday, Feb 22, 2024

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, CFP®, explains how you can leverage your prospect process to stand apart from the competition.

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

Popular Topics

1

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

5

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

Are You A Perfect RIA?

Take the quiz to see how your practice stacks up

Rate my Practice

Contact Us