Podcast Episodes

Maximizing Valuations and Smart Business Planning

In this recap episode, Amber is sharing the highlights from this week. Monday, Ted Jenkin joined Matt to reveal that traditional valuation methods often underestimate the true worth of successful RIA…

Published on 1 year, 6 months ago

How Your LLC Fails

In this episode, Jamie Shilanski is shedding light on business structuring and long-term planning strategies. She explains why selecting the right legal entity is crucial for maximizing tax benefits …

Published on 1 year, 6 months ago

Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]

Episode 260

In this episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common misconceptions and the stark difference betwe…

Published on 1 year, 6 months ago

Overcoming Head Trash and Building Lucrative CPA Relationships

In this recap episode, Amber shared strategies for financial advisors to conquer their insecurities and build a referral-generating powerhouse through strategic partnerships with CPAs. On Monday, Mat…

Published on 1 year, 6 months ago

Encore Episode: Dealing with Head Trash

Jamie Shilanski tackles the all-too-common insecurities that hold financial advisors back from reaching their full potential. With candor and wisdom, she dives into the realm of "head trash" – those …

Published on 1 year, 6 months ago

Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259]

Episode 259

Matthew Jarvis is joined by Steven Jarvis, CPA, from Retirement Tax Servies to lift the veil on the challenges financial advisors face when seeking referrals from CPAs – a pivotal Center of Influence…

Published on 1 year, 6 months ago

It's All About That Prospect: Being Intentional and Gathering Information

In this recap episode, Amber shares strategies from Matt and Micah to help financial advisors laser-focus their efforts on landing more prospects. Discover why intentionality and proven systems are g…

Published on 1 year, 7 months ago

Encore Episode: New Client Onboarding - What Information New Prospects and Clients Provide

Are You Struggling to Convert Promising Prospects into Loyal Clients? In this Encore Worlds to Conquer episode, Jamie Shilanski reveals the secret to converting prospects into loyal clients for finan…

Published on 1 year, 7 months ago

What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]

Episode 258

Craving a six-pack of clients? In this power-packed episode, experts Matt and Micah reveal the jaw-dropping parallels between sculpting a shredded midsection and mastering the art of prospecting for …

Published on 1 year, 7 months ago

Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes

In this recap episode, Amber shares insights to help financial advisors in their hiring strategy and streamline their client onboarding process to set the stage for a rewarding advisory relationship.…

Published on 1 year, 7 months ago