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7 Surprisingly Simple Ways To Double Your Productivity This Week
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.
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Want To See Big Changes in 2023? Stop Playing Office
Matthew Jarvis, CFPⓇ, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.
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Those Little Lies We Tell Ourselves Add Up
Micah 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.
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Intentionally Account For Your Year
Matthew 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.
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Still Holding Out on Surge™? 2023 Could Be Your Year
Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how powerful this concept can be for any financial advisor.
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Value Adds are Friggin Awesome, Here’s Why
Matthew Jarvis shares how he uses value adds to convert prospects and why you should start using value adds before your competition does.
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5 Mistakes Advisors Make When Creating value adds
Matthew Jarvis, CFP®, discusses the five biggest mistakes advisors make when creating value adds for their clients.
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Want to Deliver Massive Value? Here’s How
Micah shares a client story about using a simple, hand-drawn value-add to catch a critical error and deliver massive value.
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Want A Lifestyle Practice? Close Your Web Browser
There’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.
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What If I Don’t Want a Lifestyle Practice?
There are plenty of “reasons” why you’re telling yourself you can’t have a lifestyle practice—all these are head trash. Here’s why.
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“Lifestyle Practice” Doesn’t Mean What You Think It Does
In this article, Micah Shilanski, CFP,Ⓡ clears the air on what a Lifestyle Practice is and when it becomes a cover for a lazy practice.
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Was Your Surge Successful? Here’s How You Can Tell
Matthew Jarvis walks you through evaluating the success or failure of your next Surge cycle.
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6 Important Fundamental Elements for an Effective Onboarding Process
Have you included these six fundamental elements in your process of success? Micah Shilanski shares what you need to succeed when onboarding new clients.
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One Little Thing Advisors Do To Tank Onboarding
While you think you’re helping a client by breaking your process, you’re actually hurting your relationship and denying them the value you promised
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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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