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, Feb 08, 2024

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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Thursday, Jan 25, 2024

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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Thursday, Jan 11, 2024

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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Thursday, Dec 28, 2023

9 Gifts To Make Your Practice Grow In 2024

Matthew Jarvis, CFP®, shares nine gifts you can give your practice this holiday season to set your business up for success in the coming year.

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Thursday, Dec 14, 2023

How To Find Out What Really Matters To Your Clients

Micah Shilanski, CFP®, shares his tried and true methods for uncovering what really matters in your clients’ lives so that you can help them reach their dreams.

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Thursday, Nov 30, 2023

Are You Asking The Right Questions In Estate Planning?

Matthew Jarvis, CFP®, digs into how to build a solid relationship with your clients so you can discover what they really want when planning their estate.

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Thursday, Nov 23, 2023

How An Unlikely Source Taught Micah A Valuable Lesson

Micah Shilanski, CFP®, shares how advisors can take advantage of everyday experiences to improve the ways they interact with clients.

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Thursday, Nov 09, 2023

Feeling Crunched For Time? Here’s How To Structure Your Schedule

Matthew Jarvis, CFP®, shares takeaways from his conversation with Michael Kitces on maximizing your time and making the most of your calendar

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Thursday, Oct 26, 2023

Traps That Advisors Fall Into And How to Avoid Them

Micah Shilanski, CFP®, shares five common traps advisors fall into while searching for success and the most effective way for advisors to build their business.

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Thursday, Oct 12, 2023

Why This Number Is The Most Important Metric In Your Practice

Not all the metrics we measure in our practice are created equal. Matthew Jarvis, CFP®, shares the one number you must be tracking to build an effective practice.

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Thursday, Sep 28, 2023

There’s A Better Way To Talk About Investing

Micah Shilanski, CFP®, shares his scripts for discussing investments with clients and why portfolios based on emotional risk tolerance fail to deliver.

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Thursday, Sep 14, 2023

Three Myths About Surge And What You Should Know

Despite taking the industry by storm, advisors still believe these three myths about Surge. Micah Shilanski, CFP®, shares how to overcome these common Surge misconceptions

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Thursday, Aug 31, 2023

How To Deliver The Most Value With A Tax Return

Matthew Jarvis, CFP®, shares how to overcome hurdles in getting client tax returns and how to make basic tax projections to deliver massive value to your clients

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Thursday, Aug 24, 2023

Prospecting Got You Down? Here’s How To Turn It Around

Rejection hurts, which is why so many advisors hide from prospecting by playing office. Micah Shilanski, CFP®, shares ways to adjust your mindset around rejection.

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Thursday, Aug 10, 2023

Afraid Of Rejection? Here’s How To Remove The Sting From Prospecting

Many advisors we meet are going about prospecting all wrong. Matthew Jarvis, CFP®, shares a simple mindset change that will revolutionize your prospect process and your practice.

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