Podcast Episodes

Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton

In this episode, Matthew Jarvis interviews Amy Appleton, the Vice President of Marketing for Belay, about how financial advisors can use virtual assistants to enhance their marketing efforts. Amy sha…

Published on 1 year, 11 months ago

Prospect Process - Why Prospects Say No [Episode 238]

Episode 238

In this episode, Micah and Matt discuss the key steps and strategies for successful prospecting and client conversion. They emphasize the need to track and analyze prospect data to identify the most …

Published on 1 year, 11 months ago

New Year Goals, High Achiever Coaching, and Team Appreciation Languages

In this recap episode, we're discussing topics related to personal and professional growth. On Monday's episod, Matt and Micah emphasized the importance of setting goals, making sticky changes, and b…

Published on 1 year, 11 months ago

High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages

In this episode, Jamie Shilanski discusses the importance of emotional intelligence and team appreciation languages. She shares her experience of conducting a team retreat where they explored differe…

Published on 1 year, 11 months ago

Coaching High Achievers with Guest Rhonda Farr

In this episode, Matthew Jarvis interviews Rhonda Farr, a coach specializing in working with high-achieving men. They discuss the need for coaching, especially for successful individuals who may stru…

Published on 1 year, 11 months ago

New Year - New You [Episode 237]

Episode 237

In this episode, Jarvis and Micah discuss setting ambitious New Year's resolutions and the importance of being willing to pay the price to achieve them. They emphasize the need for sticky changes and…

Published on 2 years ago

Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers

In this recap episode, we're sharing the highlights from the week. Monday brought the 12 gifts that you can give yourself and your practice for the holidays, including that time blocking and structur…

Published on 2 years ago

Job Offers

In this episode, Jamie discusses employee recruitment and retention strategies. She shares her approach to job advertisements, including the use of platforms like Indeed. Jamie emphasizes the importa…

Published on 2 years ago

Becoming An Inclusive Leader with Guest Kameka McLean

In this episode, Matthew Jarvis interviews Kameka McLean, an HR professional with over 20 years of experience, about the importance of diversity and inclusion in the workplace. Kameka shares her pers…

Published on 2 years ago

The Twelve Days of TPR Christmas [Episode 236]

Episode 235

In this Christmas special episode, Micah and Matt discuss 12 gifts advisors can give their practice to focus on improving. These gifts include time blocking and surge scheduling, delivering value in …

Published on 2 years ago