Podcast Episodes

Team Building For Financial Advisors With Guest Christine Timms

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial Advisor Christine Timms, …

Published on 2 years, 6 months ago

Why Financial Undressing Matters [Episode 208]

Episode 208

If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings or guesses at their gross revenue, then you're d…

Published on 2 years, 6 months ago

Stacking The Odds, Writing Legacy Letters, and Continuous Team Training

Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of writing a meaningful letter to those you c…

Published on 2 years, 6 months ago

You Didn't Hire Idiots

Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On to…

Published on 2 years, 6 months ago

The Value Of Writing A Legacy Letter With Guest Blake Brewer

If you had the chance, would you take the time to write a letter to those who you love? One that could help them throughout their lives or bring them peace during difficult moments? On today's episo…

Published on 2 years, 6 months ago

Stacking The Odds In Your Favor [Episode 207]

Episode 207

Picture this: You have a new prospect meeting, they step into your office, you go to shake their hand and are met with yours, which feels as though it just came out of an ice bath. Do they now assum…

Published on 2 years, 6 months ago

Prospect Process, Forcing Mechanisms, and Unlimited Access

Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep you from playing office? When you're outs…

Published on 2 years, 7 months ago

How You Can Offer Unlimited Access

When you bring on clients to your practice, you're looking to set up a lifetime relationship with them. So how do you set expectations on when they can reach out to you or when they have questions? …

Published on 2 years, 7 months ago

Unique Forcing Mechanisms with Guest Dave Zaegel

Playing office is a hard habit to break. We all do it, but have you taken the time to look at where you're wasting your time and the impact it's having on your practice? On today's episode, Matt is …

Published on 2 years, 7 months ago

Just Cause Your Breath Stinks, Don't Change The Process [Episode 206]

Episode 206

When you meet with a prospect, are you solely focused on how you close the deal, or are you changing your prospect process depending on who walks through the door? On today's episode, Matt and Micah…

Published on 2 years, 7 months ago