If you’re dealing with the head trash around delivering something truly valuable for clients, or you’re concerned about whether you’re doing what you need to do quarterly to make a difference, this episode is for you. Today Matt and Micah are talking about client meetings, how to ensure you are delivering massive value, and so much more. You can find show notes and more information by clicking here: https://bit.ly/3puJh7G
Mar 01, 2021•30 min•Season 1Ep. 105
Get over your head trash and figure out what value you provide doing financial planning. https://bit.ly/2ZAK1xw
Feb 24, 2021•6 min
Learn powerful strategies for influence. https://bit.ly/2OH6GGr
Feb 17, 2021•6 min
Listen: Most of us will never—ever—win the fee game against the large national firms—not when they have the economies of scale to have the lowest fees. So stop playing that game. Instead, play the value game. You can find show notes and more information by clicking here: https://bit.ly/3pQmDri
Feb 15, 2021•37 min•Season 1Ep. 104
How to handle when a client asks for a second opinion on your work. https://bit.ly/370Ozl2
Feb 10, 2021•6 min
Time is money, and if you’re taking more than 15 hours to create a financial plan, you’re doing it wrong. Stop looking at Parkinson’s Law with a glass half empty perspective, and instead take the principle and apply it to your advantage. Listen in as Matt and Micah break down what their financial planning process looks like, including how much time they're spending on each area. You can find show notes and more information by clicking here: https://bit.ly/3c9ADsl...
Feb 08, 2021•31 min•Season 1Ep. 103
Empower your team to answer client questions. https://bit.ly/3j2wlEE
Feb 03, 2021•9 min
There’s a question Matt and Micah get more often than you might think: What do you do if you don’t want a lifestyle practice? Today the guys are answering this question and diving into why it’s not so much about creating a lifestyle practice as it is about creating an intentional practice that works for your life. You can find show notes and more information by clicking here: https://bit.ly/390BnhD
Feb 01, 2021•34 min•Season 1Ep. 102
Key takeaways from one of Matt's favorite books. https://bit.ly/3izAcsi
Jan 27, 2021•5 min
Questions to ask and things to look out for when interviewing attorneys. https://bit.ly/38JhJGx
Jan 20, 2021•9 min
We might be jaded, but those referral success stories you hear from advisors? Well, they’re probably a bunch of B.S. In fact, if you are relying solely on referrals for your advisory, you likely have a crappy marketing plan to begin with. This is one of those topics that Matt and Micah are one part excited, one part annoyed by because there are literally dozens of books and thousands of articles on how to get referrals, but very few of them are written by advisors. So in this episode, the guys a...
Jan 18, 2021•30 min•Season 1Ep. 101
Key takeaways from one of Matt's favorite books. https://bit.ly/2LwUare
Jan 13, 2021•6 min
At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it is such a big hang-up for so many advisors. They also outline the key elements to deciding on the right fee structure and choosing pricing that reflects the value that you deliver. You can find show notes and more information by clicking here: https://bit.ly/38IEk50
Jan 11, 2021•30 min•Season 1Ep. 100
https://bit.ly/3pJ2Gm1
Jan 06, 2021•6 min
“Should I leave my broker dealer this year?” is a question Matthew and Micah get rather frequently, so in this episode, you can expect a full answer to that. They discuss the experiences they have had with broker dealers, comparing the good and bad aspects of them, as well as the right way to go about leaving one if you chose to do so. You can find show notes and more information by clicking here: https://bit.ly/2IXAjAE
Jan 04, 2021•33 min•Season 1Ep. 99
https://bit.ly/34DuIqI
Dec 30, 2020•5 min
http://bit.ly/3hkeQ1P
Dec 23, 2020•9 min
Being able to deliver a ton of value in the first few meetings with a potential client is crucial for finding success, but it’s also about the way you deliver it. In this episode, Matt sits down to chat with Sten Morgan, a fellow financial advisor who has developed a method for rapid success. You will hear Sten's best tips and insight on delivering massive value and triggering massive growth. You can find show notes and more information by clicking here: https://bit.ly/3fRGKkT...
Dec 21, 2020•31 min•Season 1Ep. 98
https://bit.ly/3agueuB
Dec 16, 2020•6 min
Getting away from the head trash and going into client meetings in the right mindset is so important. So today Matt and Micah discuss some really incredible insight found in recent content on the Kitces website. They talk about how you could be doing a massive disservice to your clients if you’re going into meetings with a certain mindset—and how to avoid this. You can find show notes and more information by clicking here: https://bit.ly/32Sm4Ed
Dec 14, 2020•30 min•Season 1Ep. 97
https://bit.ly/2L6Ttow
Dec 09, 2020•6 min
While we, like many financial advisors, take pride in doing 30-40 surge meetings in a week, John Lee Dumas does 20 podcast interviews in one day. And that’s not the only thing he does exceptionally well—John has crushed podcasting as the founder and host of the award-winning and hugely successful podcast, Entrepreneurs on Fire . You can find show notes and more information by clicking here: https://bit.ly/36hNrbu
Dec 07, 2020•19 min•Season 1Ep. 96
https://bit.ly/39mESiZ
Dec 02, 2020•7 min
https://bit.ly/3pWDDgf
Nov 25, 2020•6 min
https://bit.ly/3lACWq8
Nov 18, 2020•7 min
What are the best prospecting practices—especially when it comes to your website? This is one of the most common questions Matt and Micah get, and today they'll be addressing this, as well as other concerns advisors are dealing with. Listen in as they share tips for more productive prospecting, how to deliver massive value through communication, and how to cut away the unnecessary time-wasters. You can find show notes and more information by clicking here: https://bit.ly/3oOcJGK...
Nov 16, 2020•28 min•Season 1Ep. 95
https://bit.ly/2GHYr9k
Nov 11, 2020•6 min
Creating a mastermind not only helps you grow professionally, but personally as well. So in this episode, Matt and Micah will be sharing the details of how you can start your own mastermind group. They discuss how they have built masterminds themselves, as well as the important lessons and hurdles they’ve encountered along the way. You can find show notes and more information by clicking here: https://bit.ly/3oz9mmK
Nov 09, 2020•31 min•Season 1Ep. 94
https://bit.ly/3241G2c
Nov 04, 2020•9 min
What do you do if a client puts almost their entire net worth in one stock? Today Matt and Micah answer a question from an advisor who is dealing with this very situation. Listen in as the guys discuss the importance of how you set expectations with your clients and what you need to do in order to navigate more complex situations. You can find show notes and more information by clicking here: https://bit.ly/2HdsjdN
Nov 02, 2020•32 min•Season 1Ep. 93
