Podcast Episodes

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Episode 254

In this Masterclass sneak peek episode, Matt and Micah unveil their masterful approach to client onboarding, offering a glimpse into their proven strategies. They underscore the significance of struc…

Published on 1 year, 8 months ago

How Relationships Fuel Growth and The Role of Accountability

In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the concept of the ambition gap, and how entr…

Published on 1 year, 8 months ago

How Are You Accountable When You Make a Client Mistake?

In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hyb…

Published on 1 year, 8 months ago

Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]

Episode 253

In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life balance and nurturing their relationships. Kelly …

Published on 1 year, 8 months ago

Upgrade Opportunities and Lessons in Criticism

In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing…

Published on 1 year, 8 months ago

How To Take A Hit

In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let…

Published on 1 year, 8 months ago

Upgrade, Graduate, or Just Keep Playing Office [Episode 252]

Episode 252

In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that…

Published on 1 year, 8 months ago

Communicating Through Uncertainty and Filtering Advice

In this episode, Amber recaps this week's highlights. She reminds us why critical thinking and pushback are important in the financial industry and why advisors need to question traditional practices…

Published on 1 year, 8 months ago

You Can't Say That!

In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking knowledge and experience from those who…

Published on 1 year, 8 months ago

Economic Commentary

Episode 251

In this episode, Matt and Micah discuss the importance of critical thinking in financial planning and the necessity of being open to challenging discussions within your practice. They advocate for as…

Published on 1 year, 8 months ago