Click to Play

What You'll Learn In Today's Episode:

  • What simple step you can take to overcome head trash.
  • How, in a room full of advisors, all questions lead to one common theme
  • What is the practice analyzer.
  • Micah’s three tasks that aren’t playing office.
  • The ABC 123 test.
  • Why you can’t focus on the past and need to look toward the future.

What happens when you put Matthew Jarvis and Micah Shilanski in a room with advisors who are committed to success? Matt and Micah recap the most recent TPR live event in this episode. They share how putting together this event takes a lot of time and energy, and yes… head trash! And how they overcome this.

Listen in as the guys discuss the practice analyzer and how, by breaking down the number, you can start to truly see where your time is being spent. They’ll also discuss why you need to know which tasks are and aren’t playing office, along with why you need to take a hard look at the fee you’re charging clients and if it’s truly representative of the value you’re delivering to your clients.

Resources In Today's Episode:

Recommended Podcast

Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]

Perfecting the prospect process.

See More

Prospecting and Pregame Strategies

Setting the stage for positive meetings.

See More

Prospecting That Works for Advisors

Consistent marketing and identifying the ‘right-fit’ clients.

See More

Contact Us