EXPERT ADVISOR ADVICE

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

Tuesday, Dec 03, 2024

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.

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Thursday, Nov 28, 2024

Julie Bray Case Study

Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.

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Thursday, Nov 28, 2024

Why Simplicity Wins: The Benefits of a One-Page Financial Plan

Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform meetings from mundane to meaningful, uncovering clients’ true priorities and aspirations.

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Wednesday, Nov 13, 2024

Annuities 101: A Financial Advisor’s Guide to Understanding and Utilizing Annuities

Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform meetings from mundane to meaningful, uncovering clients’ true priorities and aspirations.

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Friday, Oct 25, 2024

Why You Should Never Apologize for Raising Your Fees

Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform meetings from mundane to meaningful, uncovering clients’ true priorities and aspirations.

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Thursday, Sep 19, 2024

5 Questions Every Advisor Should Ask

Matthew Jarvis, CFP®, answers five essential questions every advisor should ask to transform meetings from mundane to meaningful, uncovering clients’ true priorities and aspirations.

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Friday, Sep 06, 2024

Value Adds from Tax Returns

Discover the most impactful documents you can request from clients, including tax returns and investment statements, to unlock comprehensive financial insights and elevate your advisory services.

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Thursday, Aug 22, 2024

Likes Won’t Pay Your Bills: Why Advisors Need to Get Real About Social Media

Micah Shilanski, CFP® shares actionable strategies to turn online engagement into real business growth.

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Monday, Jul 29, 2024

The Mirage of the Million-Dollar Dream

Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.

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Tuesday, Jul 16, 2024

The Hidden Consequences of Skipping Critical Steps in Financial Advisory

Micah Shilanski, CFP®, uncovers the hidden risks of skipping essential steps in financial advisory.

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Thursday, Jun 27, 2024

10 Biggest Benefits of Hiring a Virtual Assistant

Micah Shilanski, CFP®, discovers the top 10 benefits of hiring a virtual assistant to enhance productivity, reduce costs, and boost employee happiness, making your business more efficient and successful.

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Friday, Jun 21, 2024

The Art of Serving High-Net-Worth Clients

Matthew Jarvis® discovers how to serve high-net-worth clients with expert insights from Paul Saganey.

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Friday, Jun 07, 2024

3 THINGS CPAs ARE THINKING BUT WON’T SAY OUT OF COURTESY

Matthew Jarvis, CFP®, uncovers the 3 key concerns CPAs have when referring clients to financial advisors and learns how to address them for stronger, trust-based relationships and valuable referrals. 

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Thursday, May 23, 2024

Hiring Gold: Proven Techniques to Attract Top Financial Advisors

Matthew Jarvis, CFP®, discovers how to define the ideal candidate profile, craft compelling job descriptions, effectively utilize online platforms and recruitment agencies, and implement retention strategies for long-term success.

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Thursday, May 09, 2024

Navigating the Moral Landscape of Finance

Micah Shilanski, CFP® discovers how he balances client preferences with ethical standards in the ever-evolving world of finance.

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