Mid Quarter Review [Episode 36]

Mid Quarter Review [Episode 36]

Today Matt and Micah discuss the importance of tracking your numbers. While doing his mid-year review, Matt found that he had come in lower in hours than he expected, which got the guys thinking about the value of owning where you have slacked off or messed up in...
Staffing – How to Hire the RIGHT Person [Episode 35]

Staffing – How to Hire the RIGHT Person [Episode 35]

How do you know if it’s time to hire a new employee? And how can you be sure that employee will fit in and become a valuable part of your team instead of just being an unnecessary extra expense? Today Matt and Micah discuss staffing and how to hire the right...
Ground Zero Prospecting [Episode 34]

Ground Zero Prospecting [Episode 34]

It can be really hard to know where to begin when you’re building your practice from the ground up, so today’s episode covers the basics on how to start your practice from scratch. Matt and Micah dive into the key pieces that will make a big difference in how...
Mailbag [Episode 33]

Mailbag [Episode 33]

This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will lay out how they handle these things from their different strategies to the policies...
Marketing Mistakes & How to Avoid Them [Episode 32]

Marketing Mistakes & How to Avoid Them [Episode 32]

If you think Matt and Micah’s journeys to building successful practices were easy, think again. They made just about every mistake along the way, and today they discuss where they went wrong and what they learned in order to give you the insight and guidelines...
Staffing [Episode 31]

Staffing [Episode 31]

Regardless of the company, staffing issues happen, and it’s up to us as leaders to investigate these problems with a curious mindset. In this episode, Matt and Micah discuss the importance of looking into where the system failed, instead of blaming your staff when a...
Profitability [Episode 30]

Profitability [Episode 30]

When it comes to generating positive revenue, it’s easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into profitability metrics and discuss the key tips and tricks they use to stay on track. If you’re interested in...
How to Provide High-Value Services – with Ed Slott [Episode 28]

How to Provide High-Value Services – with Ed Slott [Episode 28]

What does it take to provide true value to your clients? Today we have financial expert and advisor Ed Slott on the show to answer that question and more. Named “The Best” source for IRA advice by The Wall Street Journal, Ed works with advisors across the country and...
Stop Lying to Yourself [Episode 27]

Stop Lying to Yourself [Episode 27]

There’s something that plenty of advisors are guilty of doing without even realizing it: lying to themselves. It’s easy to inflate the numbers in your practice, or even guess at them without truly knowing the metrics. And while it may seem harmless to toss around...