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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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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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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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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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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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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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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.
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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.
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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.
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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.
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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.
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Why You Should Join A Mastermind, Even If You Think It’s Not For You
Micah Shilanski, CFP®, shares advisors’ most common excuses for not joining a mastermind and why you should make the investment anyway.
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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.
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Don’t Miss Out On This Powerful Tax Strategy For Clients
Matthew Jarvis, CFP®, shares how backdoor Roth contributions can be a game changer for your clients and several ways advisors mess it up.
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Don’t Know Your Closing Rate? Here’s How To Find It
Think you only need to see 25 prospects to get 25 new clients? Wrong! Matthew Jarvis, CFP®, shares how to find your close rate and the prospect data you should be tracking.
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