Podcast Episodes

Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

In today's episode, Matt is joined by Lisa Zeeveld, CFO of Belay, to discuss the ways delegating bookkeeping can help you elevate your business. In a culture obsessed with DIY fixes, Lisa shares the …

Published on 2 years, 3 months ago

My Investments Are Bigger Than Yours [Episode 223]

Episode 223

In a departure from their usual topics, Matt and Micah are shedding light on one of the least discussed subjects within their office with clients and prospects - investments. They recall the pitfalls…

Published on 2 years, 3 months ago

Decoding Delegation, Client Themes, and Hiring Wisdom

Let's talk about the reality of assistant expectations in the world of leadership. We're recapping Matt and Micah's experiences and insights on effective delegation and team management, where they st…

Published on 2 years, 3 months ago

You Promised What?!

In this episode, Jamie tackles the gritty truth of hiring and employee promises. She emphasizes the importance of aligning visionaries, who can generate endless ideas, with integrators, who keep thos…

Published on 2 years, 3 months ago

The Power of Working in Themes with Guest Libby Greiwe

Matthew Jarvis welcomes Libby Greiwe from The Efficient Advisor to share her wealth of knowledge drawn from successfully managing a million-dollar practice while working just 24 hours a week. Libby e…

Published on 2 years, 3 months ago

Common Assistant (Team) Myths [Episode 222]

Episode 222

Matt and Micah are tackling the art of delegation and team leadership. From the pitfalls of assuming assistants can work magic to the critical importance of clear communication, they shed light on th…

Published on 2 years, 3 months ago

Surge Success, Epic Adventures, And Humility

In this recap, we'll start by breaking down the myths around surge schedules, the importance of maintaining a set calendar, and invaluable tips on communicating with clients and optimizing your team'…

Published on 2 years, 3 months ago

Curious ?'s

Jamie emphasizes the significance of beginning your career journey at the grassroots level, debunking the prevalent notion that instant success is attainable right out of college. She discusses her e…

Published on 2 years, 3 months ago

Journey Beyond The Doorstep Mile With Guest Charlie Walker

Matt dives into the incredible journey of adventurer and author Charlie Walker from the UK, who shares his lessons on curiosity, courage, and taking the first step into the unknown. From cycling acro…

Published on 2 years, 3 months ago

Wait? Surge Again? Hell Yeah! [Episode 221]

Episode 221

Surge is around the corner, and Matt and Micah are diving into this game-changer for financial advisors. Discover how strategic calendar management can reshape your client relationships and industr…

Published on 2 years, 3 months ago