Podcast Episodes

You Are Only Cheating Yourself [Episode 264]

Episode 264

Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom that efficiency alone leads to success, …

Published on 1 year, 5 months ago

Why Authenticity Matters and Family Financial Dynamics

In this recap episode, Amber first highlights the Matt and Kevin's Thompson's discussion on Monday. Matt and Kevin talked about the importance of providing massive value that goes beyond just investm…

Published on 1 year, 5 months ago

When You Earn More Than Your Spouse - Navigating Income Disparity

Jamie Shilanski takes a dive into the intricate dynamics of income disparity within households. With a keen eye on the challenges faced by financial advisors, she explores the delicate balance betwee…

Published on 1 year, 5 months ago

The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]

Episode 263

Imagine having your faith in the financial system shaken to the core by a devious Ponzi scheme. For Kevin Thompson, this devastating reality wasn't just a wake-up call – it was a defining moment that…

Published on 1 year, 5 months ago

Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility

In this recap episode, we're revisiting the highlights from this week on delegation and the role your job plays in your life. Lisa Zeeveld from BELAY joined Matt to share invaluable wisdom on how lev…

Published on 1 year, 6 months ago

Your Vocation Should Pay For Your Avocations

Jamie Shilanski challenges the conventional wisdom that our jobs should be the sole source of fulfillment and happiness. Instead, she advocates for a mindset shift: Treat your vocation as a means to …

Published on 1 year, 6 months ago

The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]

Episode 262

Lisa Zeeveld from BELAY joins Matt to explore the game-changing power of delegation for financial advisors. Lisa dives deep into how skillfully delegating tasks can revolutionize your business, freei…

Published on 1 year, 6 months ago

Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice

Amber takes you behind the scenes to recap the strategies for financial advisors to attract and retain high-net-worth clients, as well as mastering the art of marketing.

First, Paul Saganey joined Ma…

Published on 1 year, 6 months ago

Marketing. What Works For Financial Advisors?

Jamie unveils the secrets to crafting a winning marketing strategy that drives real results. Forget one-size-fits-all approaches – the key to success lies in committing to a plan that aligns with you…

Published on 1 year, 6 months ago

Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]

Episode 261

Matthew Jarvis sits down with Paul Saganey, the visionary founder of Integrated Partners. They dive into the "Complexity Curve" – the unique challenges financial advisors face when serving high-net-w…

Published on 1 year, 6 months ago