In today’s episode, Matt is joined by Lisa Zeeveld, CFO of Belay, to discuss the ways delegating bookkeeping can help you elevate your business. In a culture obsessed with DIY fixes, Lisa shares the harsh truths about how trying to save a buck can cost you much more in the long run. From cleaning up your financial books to letting go of that 'jack of all trades' mentality, she'll challenge your financial assumptions, making you rethink how you manage your money and business. https://bit.ly/3Pomv...
Sep 27, 2023•26 min
In a departure from their usual topics, Matt and Micah are shedding light on one of the least discussed subjects within their office with clients and prospects - investments. They recall the pitfalls of fixating too much on investments, a common trap that many advisors fall into, and assert that clients don't hire you for your investment expertise alone; they delegate to you for a reason. The duo exposes the fallacy of custom portfolios and instead shares that investments should be viewed as a t...
Sep 25, 2023•28 min•Ep. 223
Let’s talk about the reality of assistant expectations in the world of leadership. We’re recapping Matt and Micah’s experiences and insights on effective delegation and team management, where they stress the importance of clear communication, setting expectations, and creating a supportive environment for your team. We’ll also share tips from Libby Greiwe, from The Efficient Advisor, as she discussed the power of themes and systems in building a successful practice. Lastly, we’ll review the dyna...
Sep 22, 2023•13 min
In this episode, Jamie tackles the gritty truth of hiring and employee promises. She emphasizes the importance of aligning visionaries, who can generate endless ideas, with integrators, who keep those ideas on track. Jamie highlights the need for clear communication in job offers and cautions against overpromising, stressing the importance of being intentional about what you can and can't deliver. She also challenges the notion of entitlement in new hires and underscores the significance of earn...
Sep 21, 2023•26 min
Matthew Jarvis welcomes Libby Greiwe from The Efficient Advisor to share her wealth of knowledge drawn from successfully managing a million-dollar practice while working just 24 hours a week. Libby emphasizes the importance of deepening client relationships through themed financial planning, continuous client education, and value-added services. Discover how focusing on themes can revolutionize your practice, making it more engaging, educational, and, ultimately, more successful. Tune in to expl...
Sep 20, 2023•18 min
Matt and Micah are tackling the art of delegation and team leadership. From the pitfalls of assuming assistants can work magic to the critical importance of clear communication, they shed light on the intricacies of delegation. Discover the essential distinction between process problems and people problems and how leaders set the tone for a team's culture. Learn why delegation isn't a one-size-fits-all solution and the crucial role that clear communication plays in achieving results. Plus, uncov...
Sep 18, 2023•32 min•Ep. 222
In this recap, we’ll start by breaking down the myths around surge schedules, the importance of maintaining a set calendar, and invaluable tips on communicating with clients and optimizing your team's productivity to deliver maximum value during surge periods. Next, we’ll share Charlie Walker’s awe-inspiring journey, cycling from Britain to the farthest points in Europe, Asia, and Africa, which teaches us that sometimes, all it takes is that first step over the doorstep mile to embark on life-ch...
Sep 15, 2023•12 min
Jamie emphasizes the significance of beginning your career journey at the grassroots level, debunking the prevalent notion that instant success is attainable right out of college. She discusses her experiences with individuals who yearn to elevate their careers and shares insights into true ownership, emphasizing it's about taking risks, not just reaping the rewards. She underscores the need for responsibility, curiosity, and a willingness to ask questions, emphasizing that fearing questions is ...
Sep 14, 2023•29 min
Matt dives into the incredible journey of adventurer and author Charlie Walker from the UK, who shares his lessons on curiosity, courage, and taking the first step into the unknown. From cycling across three continents to exploring off-the-beaten-path destinations, Charlie's story teaches us that embracing our passions, starting despite uncertainty, and taking small steps can lead to life-changing adventures. Discover how he finds balance in a traditional lifestyle and why sharing your goals wit...
Sep 13, 2023•24 min
Surge is around the corner, and Matt and Micah are diving into this game-changer for financial advisors. Discover how strategic calendar management can reshape your client relationships and industry impact and the importance of unwavering consistency in your scheduling to maintain productivity and client value. Unearth why Surge isn't just a tactic but the bedrock of a thriving practice and how clear communication policies can enhance client interactions. Lastly, the guys will explore the secret...
Sep 11, 2023•32 min•Ep. 221
Are you aware that industry jargon might not resonate with prospects and clients? Learn the difference between the true value and a mere volume of tasks and why you need clear, concise, and impactful interactions. Curious about the importance of an organized approach to compliance? Learn insights about record-keeping, the role of documentation, and the benefits of involving compliance professionals early in the process. How consistent are you with your practice and guiding the next generation to...
Sep 08, 2023•12 min
In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadership. She discusses her family's commitment to teaching foundational values and leadership skills to the younger generation and emphasizes the significance of guiding young adults and fostering positive influence during their formative years. Jamie stresses that you need to recognize the impact of every choice on your journey of self-improvement and l...
Sep 07, 2023•40 min
Matt is joined by Chris Stanley from Beach Street Legal, a specialized law firm and compliance consultancy exclusively dedicated to Registered Investment Advisers (RIAs). Chris will share how their focused expertise enhances compliance efforts and why starting with a structured and organized approach is crucial. He’ll discuss the power of meticulous documentation, the benefits of a proactive compliance strategy, and the collaborative magic of transparency. Delve into the world of compliance fear...
Sep 06, 2023•22 min
In today’s episode, Matt and Micah dive into a critical distinction between internal team language and client communication when discussing value. Drawing from their experiences, they emphasize the importance of articulating industry concepts in a client-centric manner, ensuring clarity and actionable advice. They highlight the concept of value being subjective and rooted in the client's perception, stressing the significance of empowering clients to define what holds value for them. Education i...
Sep 04, 2023•28 min•Ep. 220
Using software for tax projects can’t replace the expertise of a skilled financial planner or human touch and understanding. The craftsman behind the tools matters more than the tools themselves. Podcasting as a niche-focused, engagement-driven client communication tool is powerful and can enhance an advisor's influence. Understand that your authenticity matters and that active listening is imperative as a financial planner. Starting from the prospect's first impression, do you understand the si...
Sep 01, 2023•12 min
Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and content delivered during the prospect meeting are pivotal in creating a strong foundation for the client relationship. Making a meaningful difference is imperative, and you want to deliver value from the outset, so remember that every detail matters, from the scent of the office to the smallest amenities. That initial experience can shape the entire c...
Aug 31, 2023•38 min
In today’s episode, Matt is joined by Matt Halloran from ProudMouth to explore the concept of unapologetically being yourself in your content. This authenticity is the accelerator for influence - the only marketing that truly resonates in today's world. Matt Halloran emphasizes the shift from selling to connecting and that you must build influence that compels people to want to buy, and to do that, you must embrace your authentic self. Authenticity not only avoids burnout but also solidifies you...
Aug 30, 2023•22 min
In today’s episode, Matt and Micah talk about the intricacies of tax projections and financial planning and the vital role of human expertise and critical thinking. While software can aid the process, it cannot replace the skills of a skilled financial planner, and, unfortunately, relying solely on software can lead to inaccurate results and a lack of awareness of potential errors. They’ll also stress the importance of effective communication, asserting that even the most sophisticated software ...
Aug 28, 2023•36 min•Ep. 219
In today’s recap, we’ll highlight some of the challenges Matt and Micah shared with prospecting and setting realistic expectations. Consider the importance of taking risks, embracing rejection, and finding a proven strategy to attract clients. We’ll also recap the insights from Philip Taylor, the founder of PTmoney.com and FinCon, who shares tips for financial advisors attending events to grow their businesses. And, we’ll talk about Jamie’s recommendations for overcoming fear and pursuing greatn...
Aug 25, 2023•13 min
Jamie delves into the power of fear and how it holds us back from achieving greatness. She encourages reflection on moments of uncertainty and discomfort in their lives, emphasizing that fear of failure and lack of control often hinder progress. Have you asked yourself, "What if this works?" and taken steps to create a plan to overcome fears and pursue your dreams? And are you surrounding yourself with supportive people and like-minded professionals? Don’t settle for mediocrity. https://bit.ly/3...
Aug 24, 2023•20 min
Matt is joined by Philip Taylor, also known as PT, the founder of PTmoney.com and FinCon. They dive into the origins of FinCon as a community meetup for personal finance bloggers and how it evolved into a collaborative event focused on sharing ideas and fostering a sense of abundance among money experts. They discuss the inclusive speaker selection process, the diverse tracks offered at FinCon for financial advisors and coaches, and the importance of embracing a unique voice in content creation....
Aug 23, 2023•25 min
Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They stress the significance of setting realistic expectations, as many advisors underestimate the difficulty of these tasks, but embracing rejection and risk-taking is essential for effective prospecting. They’ll share how they make sure to draw a clear line between marketing and advertising activities, highlighting the need for measurable ROI and...
Aug 21, 2023•31 min•Ep. 218
Have you considered the effectiveness of the one-page financial plan in demonstrating value to prospects, especially DIYers? By setting clear guidelines and delivering actionable advice, financial advisors can provide much-needed assistance to clients while ensuring they stay on track toward their goals. We’ll also recap an inspiring journey to success with a focus on doing the work and being intentional in achieving one's financial ambitions. Also, have you considered charging for prospect appo...
Aug 18, 2023•12 min
Jamie discusses the topic of DIYers (Do-It-Yourselfers) and the challenges they pose to financial professionals. She explains that after encountering individuals who sought to extract valuable information without any intention of becoming clients, referring to them as "brain suckers," they realized that their negative attitude towards these meetings was counterproductive. People approached them seeking information, which prompted a change in approach to charging for prospect appointments. No mat...
Aug 17, 2023•30 min
Amyr Rocha Lima joins today’s episode to discuss the importance of doing intentional work and overcoming self-limiting beliefs to achieve success. It’s time that you "stop the noise" and not be influenced by negative external factors or opinions. Instead, Amyr encourages listeners to focus on doing the work and learning from those who have more experience. https://bit.ly/3OHX4HW
Aug 16, 2023•33 min
Matt and Micah focus on the concept of the One-Page Financial Plan and how financial advisors can demonstrate value, especially when meeting with DIY investors. They’ll talk about the importance of setting expectations for delivering massive value during client meetings and how to avoid confusing value with the volume of information. Later, they’ll discuss the significance of tailoring the financial plan to the client's goals and answering their questions effectively, as well as how a one-page f...
Aug 14, 2023•34 min•Ep. 217
Do you understand the importance of sales in addressing various challenges and achieving growth, and are you focused on delivering value and taking chances? Do you know what to look for when hiring a Virtual Assistant, what skills are important, and how to ensure you start and maintain a positive working relationship? Are you aware of the significance of crafting an impactful elevator pitch and why you want to create curiosity in conversations? Listen in as we recap this week’s highlights and ac...
Aug 11, 2023•12 min
Jamie highlights the significance of practicing and perfecting our introductions and communication skills to where you go beyond job titles and convey what sets you apart from others in your field. Understanding your target audience and solving their problems is crucial for success. Jamie talks about how to create conversation points that help others filter themselves and to develop a unique selling proposition and why you need to deliver a clear and concise message that sparks curiosity while i...
Aug 10, 2023•33 min
In this episode, Matt is joined by Karen Stewart from BELAY to talk about valuable insights on hiring and working with virtual assistants (VAs). Karen emphasizes the significance of finding the right fit based on skills and personality, building strong personal connections, and fostering open communication, as well as highlighting the importance of ownership, trust, and empowering VAs. She’ll share the key elements of successful VA-client relationships, including expertise, passion for service, ...
Aug 09, 2023•25 min
Matt and Micah discuss the power of effective sales and prospecting strategies. They’ll highlight the importance of being intentional with time, taking risks, and delivering value, as well as talk about the discomfort of hearing 'no' but stress that it is a stepping stone to a rewarding 'yes'. The guys also unpack the concept of a 'perfect week', a roadmap to stay on track and continuously deliver value. Learn more about the significance of having a written prospect process and sticking to it in...
Aug 07, 2023•30 min•Ep. 216
