All that you need to know to get your life and your practice on the level you want it to be
Matthew Jarvis, CFPⓇ, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.
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.
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.
Micah Shilanski, CFP®, busts myths and misconceptions surrounding Surge meetings and shows how powerful this concept can be for any financial advisor.
Matthew Jarvis shares how he uses value adds to convert prospects and why you should start using value adds before your competition does.
Matthew Jarvis, CFP®, discusses the five biggest mistakes advisors make when creating value adds for their clients.
Micah shares a client story about using a simple, hand-drawn value-add to catch a critical error and deliver massive value.
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.
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.
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.
Matthew Jarvis walks you through evaluating the success or failure of your next Surge cycle.
Have you included these six fundamental elements in your process of success? Micah Shilanski shares what you need to succeed when onboarding new clients.
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
Delegation is a skill; you must practice getting it right. Here are seven tips to help the delegation in your practice hum along.
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.