Podcast Episodes

Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor

Matt is joined by Philip Taylor, also known as PT, the founder of PTmoney.com and FinCon. They dive into the origins of FinCon as a community meetup for personal finance bloggers and how it evolved i…

Published on 2 years, 4 months ago

You Thought It Would Be Easy…[Episode 218]

Episode 218

Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They stress the significance of setting realistic…

Published on 2 years, 4 months ago

DIYers, Navigating Challenges and Delivering Value in Client Interactions

Have you considered the effectiveness of the one-page financial plan in demonstrating value to prospects, especially DIYers? By setting clear guidelines and delivering actionable advice, financial ad…

Published on 2 years, 4 months ago

Fricken DIY'ers

Jamie discusses the topic of DIYers (Do-It-Yourselfers) and the challenges they pose to financial professionals. She explains that after encountering individuals who sought to extract valuable inform…

Published on 2 years, 4 months ago

Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima

Amyr Rocha Lima joins today's episode to discuss the importance of doing intentional work and overcoming self-limiting beliefs to achieve success. It's time that you "stop the noise" and not be influ…

Published on 2 years, 4 months ago

Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]

Episode 217

Matt and Micah focus on the concept of the One-Page Financial Plan and how financial advisors can demonstrate value, especially when meeting with DIY investors. They'll talk about the importance of s…

Published on 2 years, 4 months ago

Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!

Do you understand the importance of sales in addressing various challenges and achieving growth, and are you focused on delivering value and taking chances?

Do you know what to look for when hiring a…

Published on 2 years, 4 months ago

No One Wants To Talk To You

Jamie highlights the significance of practicing and perfecting our introductions and communication skills to where you go beyond job titles and convey what sets you apart from others in your field. U…

Published on 2 years, 4 months ago

Unleashing the Power of Virtual Assistants with Guest Karen Stewart

In this episode, Matt is joined by Karen Stewart from BELAY to talk about valuable insights on hiring and working with virtual assistants (VAs). Karen emphasizes the significance of finding the right…

Published on 2 years, 4 months ago

Conquer or Crumble: How's Your Prospecting Going? [Episode 216]

Episode 216

Matt and Micah discuss the power of effective sales and prospecting strategies. They'll highlight the importance of being intentional with time, taking risks, and delivering value, as well as talk a…

Published on 2 years, 4 months ago