Podcast Episodes

What Works Wednesday - Financial Literacy with Daniele Beasley

Season 2

On this What Works Wednesday, Matt is joined by CFP and author Daniele Beasley of Twenty Concierge Wealth Management. Daniele shares her background and experience that led her and her partner, Kelli,…

Published on 3 years, 1 month ago

TPR Live Event Recap [Episode 178]

Season 2 Episode 178

What happens when you put Matthew Jarvis and Micah Shilanski in a room with advisors who are committed to success? Matt and Micah recap the most recent TPR live event in this episode. They share how …

Published on 3 years, 1 month ago

Follow Up Friday - Why Don't You Graduate Clients?

Do you have your line in the sand that you know you won't cross with your clients? What happens if they cross that line or if they don't take your advice? Have you thought about how you need to appro…

Published on 3 years, 1 month ago

Worlds To Conquer - Who Are Your Prospects?

What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today's Worlds To Conquer, Jamie dives into prospecting and how to make sure you're working with the right…

Published on 3 years, 1 month ago

What Works Wednesday - Planning For Aging Clients With Lisa Mayfield

Season 2

How do you talk with your aging clients about planning for future care or for a change in their health? On today's What Works Wednesday, Matthew is joined by Lisa Mayfield, the creator of Aging Wisdo…

Published on 3 years, 1 month ago

Why Don't You Graduate Clients? [Episode 177]

Season 2 Episode 177

When clients aren't the right fit, or when they aren't open to your advice, do keep them on, hoping they'll just listen? Or, do you have a set of dealbreakers and lines that you will not cross and kn…

Published on 3 years, 1 month ago

Follow Up Friday - What Is A Lifestyle Practice?

Are you guilty of spending hours in the office, just to be there? Or are you being hyper intentional about your time so you can deliver massive value and move the needle for your clients? Have you th…

Published on 3 years, 1 month ago

Worlds To Conquer - Dealing With Head Trash

Are you afraid that you're going to lose all your clients and income once you implement something new? Everyone has doubts and insecurities but there are ways to work through this. Listen in as Jamie…

Published on 3 years, 2 months ago

What Works Wednesday - Business Planning with Expert EOS Business Coach Scott Rusnak

Season 2

Designing your life and your business is something that everyone should focus on. However, sometimes it's hard to find in yourself what you need to do or how you get to that next point. Matt and Mica…

Published on 3 years, 2 months ago

What Is A Lifestyle Practice? [Episode 176]

Season 2 Episode 176

A lifestyle practice is one that delivers massive value to clients and follows a surge meeting concept so that more value is being delivered in a smaller period of time. As with anything at The Perfe…

Published on 3 years, 2 months ago