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Search Results for: surge

Three Myths About Surge And What You Should Know

Despite taking the industry by storm, advisors still believe these three myths about Surge. Micah Shilanski, CFP®, shares how to overcome these common Surge misconceptions

Still Holding Out on Surge™? 2023 Could Be Your Year

Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how powerful this concept can be for any financial advisor.

Was Your Surge Successful? Here’s How You Can Tell

Matthew Jarvis walks you through evaluating the success or failure of your next Surge cycle.

Surge Head Trash

On the fence about Surge? Here are the biggest excuses we hear advisors use for why Surge can’t work in their practice and why they should reconsider.

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 three tips to help you streamline your practice.

Who Invented Surge Meetings(™)?

Pinning down the origins of Surge Meetings(™) might be a fun exercise, but it won’t help your practice (except maybe for helping you decide who you should trust for advice).

4 Guaranteed Ways You Can Improve Your Client Experience

Here are four methods Micah Shilanski implements in his office that are guaranteed to improve your client experience.

No One Cares About Your Economic Commentary

Your clients would be better off basing their financial decisions on their horoscope than your economic commentary. Here’s how to address market concerns with your clients.

Personal Connections Matter, Here’s How To Build Them

Advisors often get caught up in the day-to-day processes of their practices and forget that they significantly impact their client’s lives in many ways.

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.

9 Gifts To Make Your Practice Grow In 2024

Matthew Jarvis, CFP®, shares nine gifts you can give your practice this holiday season to set your business up for success in the coming year.

Feeling Crunched For Time? Here’s How To Structure Your Schedule

Matthew Jarvis, CFP®, shares takeaways from his conversation with Michael Kitces on maximizing your time and making the most of your calendar

Traps That Advisors Fall Into And How to Avoid Them

Micah Shilanski, CFP®, shares five common traps advisors fall into while searching for success and the most effective way for advisors to build their business.

Afraid Of Rejection? Here’s How To Remove The Sting From Prospecting

Many advisors we meet are going about prospecting all wrong. Matthew Jarvis, CFP®, shares a simple mindset change that will revolutionize your prospect process and your practice.

At Capacity? Here’s How To Find More Time To Serve More Clients

We all have time sucks in our practice; here’s how one system change helped Micah Shilanski, CFP®, free up hundreds of hours so he could serve more clients.