What changes would you make if you had to double your productivity today? Matthew Jarvis, CFPⓇ, shares seven surprisingly simple ways you could do just that.
See MoreMatthew Jarvis, CFPⓇ, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.
See MoreMicah Shilanski, CFPⓇ, shares the impact too much bravado can have on your practice and how those little lies we tell ourselves keep us from reaching our goals.
See MoreMatthew Jarvis, CFP®, shares an end-of-year practice that’s completely changed how he views his progress as a person, husband, father, and financial advisor.
See MoreMicah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how powerful this concept can be for any financial advisor.
See MoreMatthew Jarvis shares how he uses value adds to convert prospects and why you should start using value adds before your competition does.
See MoreMatthew Jarvis, CFP®, discusses the five biggest mistakes advisors make when creating value adds for their clients.
See MoreMicah shares a client story about using a simple, hand-drawn value-add to catch a critical error and deliver massive value.
See MoreThere’s more to having a lifestyle practice than taking time off: Micah Shilanski, CFP®, shares focus hacks to help you become hyper-effective at work.
See MoreThere are plenty of “reasons” why you’re telling yourself you can’t have a lifestyle practice—all these are head trash. Here’s why.
See MoreIn this article, Micah Shilanski, CFP,Ⓡ clears the air on what a Lifestyle Practice is and when it becomes a cover for a lazy practice.
See MoreMatthew Jarvis walks you through evaluating the success or failure of your next Surge cycle.
See MoreHave you included these six fundamental elements in your process of success? Micah Shilanski shares what you need to succeed when onboarding new clients.
See MoreWhile you think you’re helping a client by breaking your process, you’re actually hurting your relationship and denying them the value you promised
See MoreDelegation 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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