EXPERT ADVISOR ADVICE

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

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.

See More
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.

See More
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.

See More
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.

See More
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.

See More
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.

See More
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.

See More
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. 

See More
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.

See More
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.

See More
Friday, Apr 26, 2024

How to Stop Being the Fun-Sucker on Vacation

If you’re the fun-sucker on vacation, you’re not alone! Matthew Jarvis, CFP®, shares a solution he found by happenstance.

See More
Thursday, Apr 11, 2024

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.

See More
Thursday, Mar 28, 2024

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.

See More
Thursday, Mar 14, 2024

Money Isn’t Everything: How To Keep Quality Talent

Matthew Jarvis, CFP®, shares insights he learned from Jonathan Reynolds about how to attract and keep A-players on your team.

See More
Thursday, Feb 29, 2024

Masterclass Sneak Peek: Check Out Micah’s Prospect Process

Micah Shilanski, CPF®, shares how he sets the stage for a premium client experience for his prospects so he can deliver as much value as possible during prospect meetings.

See More
1 2 3 7

Contact Us