Podcast Episodes

Counting the Reps: The Key to Growth [Episode 323]

Episode 323

In this episode, Matt and Micah discuss the concept of 'counting the reps' in the context of financial advising. They emphasize the importance of distinguishing between actual practice and mere dream…

Published on 4 months ago

Encore Episode: Why Aren't You Delegating To A Virtual Assistant?

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? On t…

Published on 4 months, 1 week ago

Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell

In this episode of The TPR podcast, Matthew Jarvis talks with Steve Blackwell about the role of oil and gas in alternative investing. Steve shares insights from his career shift after the 2008 financ…

Published on 4 months, 1 week ago

Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]

In this episode of the TPR podcast, Matthew Jarvis speaks with Julie Gilles, Director of Talent at Belay, about the evolving landscape of hiring virtual assistants. They discuss the challenges posed …

Published on 4 months, 1 week ago

Encore Episode: Did Surge Abandon You?

If you're new to skiing and it's your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can't go from zero meetings to thirty and …

Published on 4 months, 2 weeks ago

Valuations in a Changing Market With Scott DiGiammarino

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino discuss the implications of the recent market downturn on valuations and client communications. They explore how historical m…

Published on 4 months, 2 weeks ago

Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]

Episode 321

In this episode, Matt and Micah discuss the concept of 'Surge' in financial advising, emphasizing the importance of delivering massive value to clients. They explore the logistics of scheduling clien…

Published on 4 months, 2 weeks ago

Encore Episode: How Surge Works For New Relationships And Clients.

If you're new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can't see you for 6 months could cause mutiny, so it's impo…

Published on 4 months, 3 weeks ago

The Power of Relationships in Wealth Management with Scott Danner [Episode 320]

Episode 320

In this episode of the TPR podcast, Matthew Jarvis interviews Scott Danner, a seasoned financial advisor and author of 'Freedom Street.' They discuss Scott's journey in the financial advisory industr…

Published on 4 months, 3 weeks ago

Encore Episode: The Right Size Financial Plan

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sha…

Published on 4 months, 4 weeks ago