Podcast Episodes

What Works Wednesday - The Top Reasons Why You Should Stay With A Broker-Dealer with Brad Wales

Season 2

If you are an investor wanting to avoid the larger wirehouses, you are probably in the market for an independent financial planner or advisor who doesn't work at one of the larger firms. Generally, a…

Published on 3 years, 2 months ago

What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]

Season 2 Episode 173

Your prospect just said 'yes'—now what? Don't panic! Micah and Matthew have tips, strategies, and answers for you. One of the key ways that they recommend navigating a new client relationship is to l…

Published on 3 years, 2 months ago

Follow Up Friday - How To Communicate Your Value To Clients

Season 2

Key takeaways from this week's episodes.

https://bit.ly/3y8PYn5 

Published on 3 years, 2 months ago

Worlds To Conquer - New Client Onboarding - Setting Expectations

Season 2

Beginning a month-long series all about onboarding brand new clients.

https://bit.ly/3E9Sg9k 

Published on 3 years, 2 months ago

What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte

Season 2

Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taking time off and detaching from work is important …

Published on 3 years, 2 months ago

How To Communicate Your Value To Clients [Episode 172]

Season 2 Episode 172

Every advisor knows that they need to be meeting with clients regularly, but most of them don't know what to say in a client meeting. If you are still having trouble knowing what to say and how to ad…

Published on 3 years, 2 months ago

Follow Up Friday - Helping Team Members Triage Client Requests

Season 2

Helping your team to help you.

https://bit.ly/3SgTJPx 

Published on 3 years, 3 months ago

Worlds To Conquer - The Importance Of A Team

Season 2

What young advisors need to know in order to grow their practices.

https://bit.ly/3BMVMnb 

Published on 3 years, 3 months ago

What Works Wednesday - Being Intentional With Your Niche And Your Emotions With Don Hilario

Season 2

Having a clear target market can earn you true validation as a financial advisor. As many successful advisors know, having a specific niche that you focus on allows you to establish a reputation with…

Published on 3 years, 3 months ago

Helping Team Members Triage Client Requests [Episode 171]

Season 2 Episode 171

Is it possible to delegate all initial client emails, tasks, and communications—and expect your team to run it like you would? Matthew and Micah sit down to address the difficulties in delegation and…

Published on 3 years, 3 months ago