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, Dec 01, 2022

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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Friday, Nov 25, 2022

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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Thursday, Nov 10, 2022

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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Thursday, Nov 03, 2022

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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Thursday, Oct 27, 2022

“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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Thursday, Oct 20, 2022

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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Thursday, Oct 13, 2022

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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Thursday, Oct 06, 2022

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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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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