Podcast Episodes

When Prospecting Goes Wrong

In this episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect pro…

Published on 1 year, 9 months ago

Communication, Not Sales [Episode 247]

Episode 247

Summary: In this episode, Micah and Matt discuss the importance of effective communication with clients and prospects in your financial planning practice. They debunk the negative connotations associ…

Published on 1 year, 9 months ago

Talent Acquisition and Profitable Prospect Meetings

In this episode, Amber first reviews the key takeaways from Monday's episode where Jonathan Reynolds shared his key tips to helping your team members stay long-term . She discusses the importance of …

Published on 1 year, 9 months ago

Charging For Prospect Meetings

In this episode, Jamie discusses the importance of charging for initial prospect consultations. She shares the background of Shilanski and Associates, and explains how they began charging for prospec…

Published on 1 year, 9 months ago

Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]

Episode 246

Jonathan Reynolds, CEO of Titus Talent, joins Matt to discuss the importance of not only finding employees, but how to keep them long term. Jonathan shares why as a business owner, you need to provid…

Published on 1 year, 9 months ago

Prospecting and Pregame Strategies

In this episode, we're recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a positive environment and approach prospects with…

Published on 1 year, 10 months ago

Prospecting That Works for Advisors

Looking for prospecting help? Jamie's ready to share guidance on marketing and how to identify the right fit for your services. Discover the importance of consistency in marketing and the need to per…

Published on 1 year, 10 months ago

Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]

Episode 245

Matt and Micah are sharing a sneak peek of an upcoming masterclass focused on perfecting the prospect process. The duo reflects on their past experiences, including awkward encounters and struggles t…

Published on 1 year, 10 months ago

Masterminds and Navigating Nepotism in the Workplace

In this recap episode, we're sharing why Monday's guest, Aaron Walker, believes entrepreneurs need to break out of isolation, seek support from others, and how joining a mastermind group transformed …

Published on 1 year, 10 months ago

Should I Let My Kids Work For Me?

In this episode, Jamie discusses the concept of nepo babies and the importance of teaching children the value of hard work, honesty, and kindness. She shares personal stories and experiences from her…

Published on 1 year, 10 months ago