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 22, 2022

7 Tips for Better Delegation

Delegation is a skill; you must practice getting it right. Here are seven tips to help the delegation in your practice hum along.

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Thursday, Sep 15, 2022

4 Overlooked Ways to Build a Rockstar Team

Your lifestyle practice depends on having a Rockstar staff who can manage the office while you’re away. Here are four of Micah’s favorite ways to support his team.

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Thursday, Sep 08, 2022

Irrational Fear Holding Your Team Back? Here’s How To Move Forward

Matthew challenges other advisors to a Value Showdown to see who can offer the best financial strategy in 30 minutes. Keep reading for all the details.

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Thursday, Sep 01, 2022

The Five Costliest Delegation Mistakes

A lot can go wrong when you start delegating tasks in your practice; here are our top five mistakes you can avoid the next time you assign tasks to your team. 

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Thursday, Aug 25, 2022

The Challenge

Matthew challenges other advisors to a Value Showdown to see who can offer the best financial strategy in 30 minutes. Keep reading for all the details.

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Thursday, Aug 11, 2022

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.

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Thursday, Aug 04, 2022

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.

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Thursday, Jul 21, 2022

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).

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Thursday, Jul 14, 2022

You’re Over-Complicating Your Fee Schedule

When people are looking for a financial advisor, they don’t ask what fee schedule he uses. No, they ask who’s the best, then figure out how to pay him. 

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Thursday, Jul 07, 2022

Perfect Practice Makes Perfect

It is the execution of the littlest details that will make having the home-court advantage actually mean something.

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Thursday, Jun 23, 2022

What Metrics Should Matter To Your Practice?

The AUM is the right metric that shows how successful your practice is. Agree?

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Thursday, Jun 16, 2022

“This can’t be fixed”

How can you get the person who can fix your problem on your side vs. making their day hell?

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Thursday, Jun 09, 2022

Is it a joy or a burden talking with you?

Being with an upset client or a vendor that screwed something up, if you come in guns blazing, MAYBE you’ll get your way, but you will have burned a bridge.

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Thursday, Jun 02, 2022

Imposter Syndrome

We don’t talk enough about imposter syndrome, and maybe that is because we create an atmosphere that you have to be just north of confident and slightly south of arrogant to be the best in finance.

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Wednesday, May 25, 2022

Communicating with Clients

How many times have you taken a call from a client that really didn’t need you and needed a team member to help them make an appointment, update forms, relay information, etc.?

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