Podcast Episodes

Estate Planning and Fall Surge [Episode 163]

Season 2 Episode 163

In this episode, Matthew and Micah touch on the importance of being able to put systems in place, delegate, and put our practices on autopilot successfully. They share specifically how key your estat…

Published on 3 years, 5 months ago

Follow Up Friday - What Does Family First Mean To You?

Season 2

Where advisors struggle with prioritizing business AND family.

https://bit.ly/3BbrrjF 

Published on 3 years, 5 months ago

What Works Wednesday with Guest Joe Curry

Season 2

Financial advisors spend most of their time helping their clients achieve their financial goals, but in order to ensure the long-term success of the practice, it is essential to plan for the future o…

Published on 3 years, 5 months ago

What Does Family First Mean To You? [Episode 162]

Season 2 Episode 162

Why is it so important to be effective with your time when it comes to business practices and personal life? Often, because it allows you the time and energy to show up more fully for those that matt…

Published on 3 years, 5 months ago

Follow Up Friday - EVERYONE Charges A Premium Fee

Season 2

Highlights from Monday's podcast.

https://bit.ly/3RF00Eu 

Published on 3 years, 5 months ago

What Works Wednesday with Guest Michael Henley

Season 2

Running an efficient, successful and profitable practice is something most advisors aspire to do. However, making this goal a reality takes hard work, dedication and a willingness to not only learn n…

Published on 3 years, 5 months ago

EVERYONE Charges A Premium Fee [Episode 161]

Season 2 Episode 161

Could cognitive biases be the reason that you are stuck or stagnating? In this episode, Matthew and Micah share insight on how to step back and understand what is helping, what is hurting, and how to…

Published on 3 years, 5 months ago

Follow Up Friday - Kitces Office Hours Teaser

Season 2

Why saying "no" is actually a good thing.

https://bit.ly/3ICcA3y 

Published on 3 years, 5 months ago

What Works Wednesday with Guest Benjamin Brandt

Season 2

As the cost of living—food, gas, taxes, and everything in between—goes up, it makes sense that advisors increase their fees, as well. However, many advisors feel hesitant to do so during a seemingly …

Published on 3 years, 5 months ago

Kitces Office Hours Teaser [Episode 160]

Season 2 Episode 160

Today the legend, Michael Kitces, joins the show to share insight and wisdom from his massive experience in the financial and business worlds. You will hear about the important time-management lesson…

Published on 3 years, 5 months ago