Podcast Episodes

Worlds to Conquer - Growing Up In A Family Office With Lane Wild

On week three of our series of working in a family firm, Jamie is joined by her son Lane Wild as he shares what it's like to be the grandchild of the founder of a financial advisory practice and the …

Published on 3 years ago

What Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace

Making changes within your practice can be a difficult decision to make, especially when that involves bringing in a partner or making the leap to implement surge meetings. On today's What Works Wedn…

Published on 3 years ago

Surge - What If It Works? [Episode 183]

Season 2 Episode 183

We all have the same 24 hours in a day, but what sets up the good from the great is how that time is used. This is where surge meetings come into play and give you a way to be hyper-intentional while…

Published on 3 years ago

Follow Up Friday - Why Are Value Adds Amazing?!

If you aren't yet implementing value adds, you're missing an opportunity to help your clients achieve their goals. But it's important to make sure that when you start offering value adds, or if you'r…

Published on 3 years ago

Worlds to Conquer - Family Offices: An Interview With Floyd Shilanski

Hire family or don't hire family? This might depend on who you're asking. In the second part of this series, Jamie is joined by her father, the legendary Floyd Shilanski, to talk about the different …

Published on 3 years ago

What Works Wednesday - Small Business Planning With Steven Jarvis, CPA

When discussing business structures, do your clients focus on tax impacts first, or are you helping them consider what they're solving for? Micah is joined on this What Works Wednesday by Steven Jarv…

Published on 3 years ago

Why Are Value Adds Amazing?! [Episode 182]

Season 2 Episode 182

Value adds aren't a catchphrase; they're a way to provide specific, actionable advice to clients. But as with anything you choose to implement in your office, value adds should not only be systematiz…

Published on 3 years ago

Follow Up Friday - Value Adds: Buckets and Guardrails

When the markets are down, are you discussing investments and portfolios, or are you providing clients with a simplified report so they understand that adjustments can be made and they can still feel…

Published on 3 years ago

Worlds to Conquer - Family Offices

When you hear that an advisor works for their parent, does that immediately conjure an idea that the advisor doesn't necessarily deserve to be in their role, as if something was just given to them? W…

Published on 3 years ago

What Works Wednesday - Creating Habits With Lindsay Picone

Have you thought about the impact of using the word 'should' and is it has a positive or negative meaning? On this What Works Wednesday, Matt is joined by competitive athlete, CrossFit, and habit coa…

Published on 3 years ago