Podcast Episodes

What Works Wednesday - The Seller's Journey With Guest Denise Logan

The transition of selling your business involves more than just leaving and walking away with a good deal. Leaving your work, whether through your own plan or unexpectedly, involves so many emotions…

Published on 2 years, 7 months ago

The Office Will Burn Down If You Go On Vacation [Episode 203]

Episode 203

Is having an office that hasn't been burnt to a crisp the threshold you're working under when you take time out of the office? Or are you operating on the extreme end of having your team handle task…

Published on 2 years, 7 months ago

Follow Up Friday - Do You Even Have Credibility?

Are you aware of all the little things that can help or hurt your credibility, such as relating to your clients on an emotional level? Do you look at your environment and focus on the barriers, or a…

Published on 2 years, 7 months ago

Worlds To Conquer - Chasing Money VS. Delivering Massive Value

Are you so focused on money that it's your primary objective in your career as a Financial Advisor? If so, you'll never be satisfied with your goals. On today's episode, Jamie talks through the main…

Published on 2 years, 7 months ago

What Works Wednesday - Working Past Limitations With Guest David Edmisten

Sometimes advisors may feel limited in what TPR practices they can implement, but is there a way to move past that? On today's What Works Wednesday, Matt is joined by David Edmisten from Next Phase …

Published on 2 years, 7 months ago

Do You Even Have Credibility? [Episode 202]

Episode 202

You know that with your clients, everything you do either helps or it hurts - everything counts! On today's episode, Matt and Micah discuss all things credibility and that when your prospects or cli…

Published on 2 years, 8 months ago

Follow Up Friday - Why Aren't You Delegating To A Virtual Assistant?

Bringing on a high-caliber assistant can mean the difference between someone who knows how they can help you versus someone who just responds to a task, but how do you find the right person? How doe…

Published on 2 years, 8 months ago

Worlds to Conquer - Client Events and Executive Assistants

Do you have someone in charge of expected and unexpected needs when planning a client event? On today's Worlds To Conquer, Jamie shares some of the questions we've received on hiring an Executive or…

Published on 2 years, 8 months ago

What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino

Are you being your own assistant and handling things you shouldn't? On today's What Works Wednesday, Matt is joined by Tricia Sciortino, the CEO of BELAY, which provides virtual assistants to client…

Published on 2 years, 8 months ago

Why Aren't You Delegating To A Virtual Assistant? [Episode 201]

Episode 201

Are you capable of booking your own flights? Of course, you are. How about scheduling your own client meetings - sure - but at what cost? Are doing these tasks the highest and best use of your time?…

Published on 2 years, 8 months ago