Podcast Episodes

Harnessing Consistency for Success with Guest Evan Mayer

Matt is joined by Evan Mayer, host of the For Advisors By Advisors podcast and founder of Fortuna Wealth. Evan shares the fascinating journey of starting his podcast with a mission to educate and ins…

Published on 2 years, 2 months ago

What Are Prospects ACTUALLY Saying [Episode 228]

Episode 228

Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage wit…

Published on 2 years, 2 months ago

Business Planning, Effective Communication, and The Human Element

On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was joined by Ther…

Published on 2 years, 2 months ago

Talking Sugar Honey Ice Tea

Did that text really mean what YOU thought it meant? Jamie is digging into the critical importance of effective communication in navigating the diverse landscape of today's workforce, and the need to…

Published on 2 years, 2 months ago

Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin

Micah is taking the reigns in today's guest episode as he discusses his journey of bringing on an assistant with Theresa Summerlin from Belay. Theresa shares that while Micah's search for the right f…

Published on 2 years, 2 months ago

Location, Location, Location [Episode 227]

Episode 227

It's October, and Surge is in full swing, but Matt and Micah are sharing that Surge isn't just about meeting clients—it's a litmus test for their strategies and systems, and it's a prime opportunity …

Published on 2 years, 2 months ago

Extreme Accountability, Leadership, and Client Relations

Monday kicked off with an extraordinary coaching session as Matt and Micah welcomed John McKinley from the Invictus program to tackle his head trash related to increasing his fees and navigating the …

Published on 2 years, 2 months ago

You're Pi$$ing Me Off - Part 2

Jamie is dishing on the finer points of client interactions that really get under her skin. Building on the previous week's discussion about team members not heeding instructions, this time, she shin…

Published on 2 years, 2 months ago

Navigating Leadership Waters with Guest Carlos Mendez

Matthew is joined by the incredible Carlos Mendez from Echelon Front, a company co-founded by the renowned Jocko Willink. Carlos, with an impressive 21-year Navy background predominantly in the SEAL …

Published on 2 years, 2 months ago

Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226]

Episode 226

It's coaching time! In today's special episode, Matt and Micah are joined by INVICTUS member John McKinley as he bravely steps into the coaching ring after going through his extreme accountability. T…

Published on 2 years, 2 months ago