Podcast Episodes

Encore Episode: Should I Fire My Team?

There's a classic honeymoon period where you hire someone and think they're going to solve all your problems. But what happens when that's over and you realize all your problems aren't solved? Matthe…

Published on 3 months ago

Navigating Team Dynamics: Lessons in Leadership [Episode 327]

Episode 327

In this episode, Matt and Micah discuss the complexities of team management, focusing on the importance of quality control, setting boundaries, and the psychological challenges of employee dismissals…

Published on 3 months, 1 week ago

Encore Episode: When Prospecting Goes Wrong

In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built pros…

Published on 3 months, 1 week ago

100 Reasons Prospects Say No [Episode 326]

Episode 362

In this episode, Micah Shilanski and Matthew Jarvis discuss the intricacies of prospecting and the reasons why prospects may say no without explicitly stating their reasons. They emphasize the import…

Published on 3 months, 2 weeks ago

Encore Episode: How To Train Your Team

In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of improvement, address hidden issues, and honor team …

Published on 3 months, 2 weeks ago

The Importance of De-risking Your Practice With Ted Jenkin

In this episode of the TPR podcast, hosts Matthew Jarvis and Ted Jenkin discuss the current state of the financial advisory industry, focusing on mergers and acquisitions (M&A), business valuations, …

Published on 3 months, 2 weeks ago

Discipline Equals Freedom: The Key to Success [Episode 325]

Episode 325

In this episode, Jarvis and Micah discuss the critical role of discipline in the success of financial advisors. They explore how professionalism in client meetings, the difference between discipline …

Published on 3 months, 3 weeks ago

Encore Episode: Business Planning

In this encore episode, Matt and Micah sit down to discuss how to be winners with systems not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succ…

Published on 3 months, 3 weeks ago

The Future of Financial Advising with Shelby Nicholl [Episode 324]

Episode 324

In this episode, Shelby Nicholl discusses the recent acquisition of Commonwealth by LPL and its implications for financial advisors. The conversation covers the importance of understanding the fit te…

Published on 3 months, 4 weeks ago

Encore Episode: Stop Talking Yourself Out Of The Sale!

It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust how you are talking to clients about sal…

Published on 4 months ago