Podcast Episodes

Quantifying Success, Recruitment, and Effective Leadership

We're recapping Matt and Micah's discussion on measuring what truly matters in your practice, the danger of losing focus, why you need that end-of-year push, and the need for hard-hitting, factual da…

Published on 2 years, 2 months ago

You're Pi$$ing Me Off - Part 1

Jamie is sharing her frustration when people disregard her instructions, leading to problems she must later resolve, highlighting the scenario where team members aren't following instructions. To tac…

Published on 2 years, 2 months ago

Recruitment Strategies and Talent Retention with Guest Yosef Colish

Matt is joined by Yosef Colish from Leah Yosef International, an experienced executive recruiter specializing in the financial advisory sector, for a deep dive into the world of talent acquisition an…

Published on 2 years, 2 months ago

Measure What Really Matters? [Episode 225]

Episode 225

Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and hou…

Published on 2 years, 2 months ago

Exceptions, Mindset, and Owning Who You Are

We're recapping Micah's true confession that highlights the need for well-defined processes and systems and that exceptions can sometimes be necessary but should never become the rule. Next, we'll sh…

Published on 2 years, 2 months ago

Own It Already!

Jamie's tackling identity and ownership and the gritty reality of pursuing your dreams. She shares the need to confront the uncomfortable truth: not everyone in your life truly wants you to succeed, …

Published on 2 years, 2 months ago

Raising Your Gaze and Being Coachable with Guest Nic Yeomans

Matt is joined by advisor Nic Yeomans from Yeomans Consulting Group to tackle the question of what sets successful advisors apart from the rest. From the seasoned but mediocre to the fresh faces alre…

Published on 2 years, 2 months ago

A Disturbance In The Force… [Episode 224]

Episode 224

Micah and Matt are ready for some confessions in today's episode about exceptions to the rules. And how, by having well-defined systems, you can also have more flexibility when needed. Micah's sharin…

Published on 2 years, 3 months ago

The Real Deal on Investments, Bookkeeping, and Succession Planning

We're recapping a topic Matt and Micah rarely discuss: investments. And how their approach has evolved from talking excessively about investments to realizing that it's not always the key to client s…

Published on 2 years, 3 months ago

Succe$$ion

Jamie is sharing that in a world of financial advisors claiming to be "comprehensive," they've done a terrible job distinguishing what they do and who they serve. It's like trying to find your way in…

Published on 2 years, 3 months ago