Podcast Episodes

Follow Up Friday - Delegation: When It Works And When It Doesn't

Do you realize that you're already delegating the majority of items in your life? Have you paid attention to how you're talking to your clients by replacing the word 'marshmallow' anytime you use ind…

Published on 3 years, 2 months ago

Worlds To Conquer - Client Onboarding: Referrals

If you've been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically change your clients' lives. But have you thought about how that is th…

Published on 3 years, 2 months ago

What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick

Season 2

Calculating Dynamic Distribution Rates is not something you can figure out with a notepad or a calculator. On today's episode, Justin Fitzpatrick from Income Labs joins Matt to talk about how through…

Published on 3 years, 2 months ago

Delegation: When It Works And When It Doesn't [Episode 175]

Season 2 Episode 175

It can be hard to make the jump to start delegating, and since we need to be honest here, it doesn't always go as planned. At first glance, delegating a task for booking travel seems simple. But what…

Published on 3 years, 2 months ago

Follow Up Friday - Your Client Onboarding Process

Season 2

Key takeaways from this week's episodes.

Having systems in place that deliver massive value to your new, and current clients, and creating processes where none exist can separate the best advisor fro…

Published on 3 years, 2 months ago

Worlds To Conquer - Client Onboarding - Creating A Solid Foundation

Season 2

Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do during that first year to deliver massive value, and how th…

Published on 3 years, 2 months ago

What Works Wednesday - Creating A Specialized Practice With Andy Panko

Season 2

Sometimes knowing what you don’t want, and having the experience to understand that, can help you create a clear vision of what you do want. Advisors should have a niche or specialized focus with the…

Published on 3 years, 2 months ago

Your Client Onboarding Process [Episode 174]

Season 2 Episode 174

Do you feel that you should create a new and unique system with each and every client and truly believe that doing so provides value? What if, instead, you created a process for your new and existing…

Published on 3 years, 2 months ago

Follow Up Friday - What Do You Do Once The Prospect Says 'Yes!'?

Season 2

What you need to know about onboarding.

https://bit.ly/3Veoiac 

Published on 3 years, 2 months ago

Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide

Season 2

What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more.

https://bit.ly/3edEwzN 

Published on 3 years, 2 months ago