We might be jaded, but those referral success stories you hear from advisors? Well, they’re probably a bunch of B.S. In fact, if you are relying solely on referrals for …
Reading Time with Jarvis – Measure What Matters by John Doerr
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How Much Should I Be Charging? [Episode 100]
At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it is such a big hang-up …
Tips from the Trenches – Gifting Money to Kids
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Should I Leave My Broker Dealer This Year? [Episode 99]
“Should I leave my broker dealer this year?” is a question Matthew and Micah get rather frequently, so in this episode, you can expect a full answer to that. They …
Reading Time with Jarvis – Simple Wealth, Inevitable Wealth by Nick Murray
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Tips from the Trenches – Paying Your House off in Retirement
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Sten Morgan Interview [Episode 98]
Being able to deliver a ton of value in the first few meetings with a potential client is crucial for finding success, but it’s also about the way you deliver …
Reading Time with Jarvis – A Random Walk Down Wall Street by Burton Malkiel
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Professing Our Love for Kitces [Episode 97]
Getting away from the head trash and going into client meetings in the right mindset is so important. So today Matt and Micah discuss some really incredible insight found in …