Podcast Episodes

Why Advisors Lose Clients

In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a f…

Published on 1 year, 4 months ago

All Investment Management is Playing Office [Episode 267]

Episode 267

Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financia…

Published on 1 year, 5 months ago

Dodging IRA Disasters and Fostering Team Synergy

In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and tax planning strategies. They emphasized t…

Published on 1 year, 5 months ago

Employees: Following Up or Nagging? Is There a Difference?

In this episode, Jamie Shilanski shares the weapon that top-performing financial advisors use to skyrocket their productivity: strategic delegation. Discover why hiring the right support staff is cru…

Published on 1 year, 5 months ago

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Episode 266

In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to na…

Published on 1 year, 5 months ago

Understanding Annuities and the Characteristics of Successful Leaders

In this Follow-up Friday episode, host Amber recaps key takeaways from this week's episodes.

Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of …

Published on 1 year, 5 months ago

How to Achieve Success in 2 Steps

In this episode, Jamie Shilanski reveals two crucial traits of successful financial advisors: optimism and grit. She debunks the myth that success comes from innate talent, instead emphasizing the po…

Published on 1 year, 5 months ago

The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]

Episode 265

Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial…

Published on 1 year, 5 months ago

Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room

In this Friday recap, Amber explores the crucial difference between efficiency and effectiveness for financial advisors. She highlights Matt and Micah's discussion on leveraging proven processes and …

Published on 1 year, 5 months ago

Decision Fatigue

Jamie Shilanski shares her secrets for maintaining a thriving marriage while excelling in a demanding career. She reveals how effective communication strategies can transform both the personal and pr…

Published on 1 year, 5 months ago