What you need to know about communicating with clients regarding asset transfers. https://bit.ly/3GqpCyJ
Dec 15, 2021•6 min
Everyone stands to gain from engaging in some type of reflection. Although Matthew and Micah strive to run the perfect practices, there is always room for learning opportunities to ensure they have the best processes available in place. So, in this episode, they will be discussing the importance of owning up to and learning from your mistakes, as well as a recent issue Matthew faced with a fee increase - and how he resolved it. You can find show notes and more information by clicking here: https...
Dec 13, 2021•25 min•Season 1Ep. 133
Four action items to get you on the right track with personal development. https://bit.ly/3ElVZOr
Dec 10, 2021•5 min
How to make sure you're giving it your all in every meeting—even during surge. https://bit.ly/3Ed9fVj
Dec 08, 2021•5 min
Matthew and Micah have spoken in depth about surrounding yourself with and learning from people who are at a point in their career that you want to get to, and signing up for a coaching program can be an essential step in this process. However, with so many coaching programs available, how can you be sure you’re choosing one that is right for your needs? In this episode, the guys will be sharing their best advice for choosing the right training for you. You can find show notes and more informati...
Dec 06, 2021•32 min•Season 1Ep. 132
Breaking down why you shouldn't follow the classic (bad) advice about elevator pitches. https://bit.ly/3oYjzKq
Dec 01, 2021•11 min
Learn why all clients are not necessarily good clients. https://bit.ly/3Ft0qXF
Nov 24, 2021•11 min
Action items to help you implement surge meetings. https://bit.ly/3qxMho8
Nov 19, 2021•5 min
How to balance delegating tasks with doing the work that YOU need to be doing. https://bit.ly/3C3WJ8W
Nov 17, 2021•9 min
If you’re like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having meetings scattered throughout your week makes it hard to get ahead of your other work. So if you’ve heard of surge meetings but don’t think this approach will work for you, make sure to tune in to this episode because Matthew and Micah will be discussing how to get over that way of thinking so you can implement this practice and create more time...
Nov 15, 2021•33 min•Season 1Ep. 131
Action items for staying on top of your personal development. https://bit.ly/3qeeQqn
Nov 12, 2021•4 min
Hear a snippet from Matthew's book, Delivering Massive Value . https://bit.ly/3jZG2oX
Nov 10, 2021•10 min
When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become available. However, this does not mean simply watching the news as it relates to your industry. This means consuming books, media, or other information that is going to help you deliver massive value to your clients. So, in this episode, Matthew and Micah will be discussing the importance of a Personal Development Budget and how to incorpor...
Nov 08, 2021•28 min•Season 1Ep. 130
Three action items to help ensure you only serve your ideal clients. https://bit.ly/3vUxMLG
Nov 05, 2021•4 min
Important considerations for keeping your team at the top of their game. https://bit.ly/2ZsUfDi
Nov 03, 2021•5 min
The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade, or transfer a client in order to ensure your needs—and those of your clients—are met. You can find ...
Nov 01, 2021•30 min•Season 1Ep. 129
Get key takeaways from one of Matthew's favorite books. https://bit.ly/2ZbXdwk
Oct 27, 2021•7 min
What you can do today to put yourself in a better position in regards to tax planning. https://bit.ly/3j6iONy
Oct 22, 2021•4 min
How to stick to your guns when it comes to charging what you're worth. https://bit.ly/3BGGwqH
Oct 20, 2021•8 min
Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services. You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU...
Oct 18, 2021•27 min•Season 1Ep. 128
Action items to close out the week. https://bit.ly/3Apf5Ag
Oct 15, 2021•3 min
Highlighting key insights from Matthew's book. https://bit.ly/3AcNJ0p
Oct 13, 2021•5 min
You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you’re going to double your success rate in effectiveness, the value you provide, or the amount of profit you are bringing in, you’re going to have to dramatically shift the way you are currently running your business. This may leave you feeling a little uncertain or uneasy, but today Matthew and Micah will be discussing the benefit of putting yo...
Oct 11, 2021•27 min•Season 1Ep. 127
Major action items to implement now. https://bit.ly/3iEXy0X
Oct 08, 2021•4 min
Why we want to think about Christmas before December. https://bit.ly/3uou24d
Oct 06, 2021•5 min
How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and reflecting often, you will be on a constant uphill battle with no endpoint in sight. So, in this episode, Matthew will share how to double your success in the four areas of practice success. You can find show notes an...
Oct 04, 2021•21 min•Season 1Ep. 126
Learn what damages your productivity and focus time. https://bit.ly/3hZQUC9
Sep 29, 2021•6 min
Action items for the upcoming week to help your practice succeed. https://bit.ly/3tNdjHu
Sep 24, 2021•3 min
Learn our steps for a successful financial planning process. https://bit.ly/3tIqEkt
Sep 22, 2021•6 min
None of us are exempt from looking around and finding the nearest scapegoat from time to time. It’s easy, it preserves our ego, and it gives us a reason for why we can’t implement the process we know we should. But in this episode, Matthew and Micah will be discussing the importance of taking ownership of your practice so you can finally implement the necessary processes that will help to provide massive value to your clients. You can find show notes and more information by clicking here: https:...
Sep 20, 2021•24 min•Season 1Ep. 125
