Podcast Episodes

Too Many Clients, Core Values, and Bad Leaders

Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or…

Published on 2 years, 6 months ago

Leaders You Shouldn't Follow

Are you the type of leader who wants to be liked, and you'll do everything to make that a reality? What if, by doing that, you're destroying your organization? In today's episode, Jamie shares the w…

Published on 2 years, 6 months ago

Core Values With Guest Ross Welte

Striving for perfection is wonderful, but is it stopping you from moving forward in your business? In today's episode, Matt is joined by Ross Welte from 5 Stone Financial Group to talk about why cho…

Published on 2 years, 6 months ago

Why Are 50 Clients Too Many? [Episode 210]

Episode 210

If an advisor says that it's only possible to serve a certain number of clients, would you believe them? Instead, you should consider where that and any other limiting beliefs come from. On today's …

Published on 2 years, 6 months ago

Creating Content, Simplifying Taxes, and Why Words Matter

How much and what are you doing to create and prepare for sharing content? Discussing tax strategies can be hugely beneficial for your clients, but are you simplifying explanations? How much weight …

Published on 2 years, 6 months ago

Words Matter

Do your clients need financial credentials to understand what you're saying because it's all industry jargon? And if you think that hitting a certain number of words per minute equals a great client…

Published on 2 years, 6 months ago

Making Taxes Easy with Guest Steven Jarvis

When explaining taxes to your clients, it should be as detailed and in-depth as possible to make sure they understand it as well as you, right? How about instead, you simplify something that is comp…

Published on 2 years, 6 months ago

Creating Valuable Content [Episode 209]

Episode 209

Creating content is easy, right? You hit record or start typing, and then it's magic! What typically happens is you forget your ABCs as soon as you hit that record button, or the words just don't fl…

Published on 2 years, 6 months ago

Financial Undressing, Team Building, and Taking Criticism

Are you connected with others who have the same mindset as you that can help you understand what's really happening in your practice? Are you open to delegating to team members so that you can incre…

Published on 2 years, 6 months ago

Taking Criticism

Are you a keyboard warrior or the one calling the shots from the cheap seats? Or are you constantly praising others or expecting the same in return? Criticizing from a place of judgment or for the s…

Published on 2 years, 6 months ago