Podcast Episodes

Tips from the Trenches - Your Team As Teachers

Season 2

How to train your team to make sure you're always on the same page.

https://bit.ly/3LxEOg9 

Published on 3 years, 8 months ago

Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA [Episode 146]

Season 2 Episode 146

In today's episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA's life a living hell. Steven Jarvis is not only Matthew's broth…

Published on 3 years, 8 months ago

Follow Up Friday - Guest Star Reese Harper

Season 2

Action items for delivering massive value.

https://bit.ly/3Nm7NFh  

Published on 3 years, 9 months ago

Reading Time with Jarvis - Delivering Massive Value - Why The One-Page Financial Plan?

Season 2

The value of the one-page plan.

https://bit.ly/3IxJIaL 

Published on 3 years, 9 months ago

Guest Star Reese Harper [Episode 145]

Season 2 Episode 145

Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiving massive value from an advisor that isn't like anyone else. One way to do th…

Published on 3 years, 9 months ago

Follow Up Friday - But I Don't Have Time For That

Season 2

Action items for finding time in your practice.

https://bit.ly/3IfhoK7 

Published on 3 years, 9 months ago

Tips from the Trenches - Value Adds in Surge

Season 2

What to do before surge—and any other value-adds.

https://bit.ly/3MTFnlB 

Published on 3 years, 9 months ago

But I Don't Have Time For That [Episode 144]

Season 2 Episode 144

That's a great idea…but I don't have time. Someday I'll have time. Have you caught yourself saying either of these things? If so, make sure to tune in to this episode, as Matthew and Micah dive into …

Published on 3 years, 9 months ago

Follow Up Friday - Can I Get A Discount?

Season 2

The negative impacts of giving a discount.

https://bit.ly/37bQeHh 

Published on 3 years, 9 months ago

Reading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter

Season 2

How to invest money for your clients.

https://bit.ly/3CrpwpP 

Published on 3 years, 9 months ago