Podcast Episodes

Follow Up Friday - Client Segmentation

Season 2

Why client segmentation is generally a bad idea—and what to do instead.

https://bit.ly/3gJ4ZTD 

Published on 3 years, 10 months ago

Reading Time with Jarvis - Delivering Massive Value - Raising Your Fees Is Still Within Reach

Season 2

Learn how you should be thinking about raising your fees.

https://bit.ly/3JdTP5s 

Published on 3 years, 10 months ago

Client Segmentation [Episode 139]

Season 2 Episode 139

Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. Howeve…

Published on 3 years, 10 months ago

Follow Up Friday - You Drank a Soda in a Client Meeting?!?

Season 2

Proven action items for you to take this week.

https://bit.ly/34x3HYX 

Published on 3 years, 10 months ago

Tips from the Trenches - Having Your Team Run Meetings

Season 2

How to make your meetings more effective.

https://bit.ly/3HqOQhf 

Published on 3 years, 10 months ago

You Drank a Soda in a Client Meeting?!? [Episode 138]

Season 2 Episode 138

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either …

Published on 3 years, 10 months ago

Reading Time with Jarvis - Delivering Massive Value - Trash The Head Trash

Season 2

What you need to know about charging the right level of fees.

https://bit.ly/3IIlMCm 

Published on 3 years, 10 months ago

Tips from the Trenches - Value Adds On A Security Breach

Season 2

A real-life story of a massive security breach—and how it was handled.

https://bit.ly/3GNh99e 

Published on 3 years, 11 months ago

Follow Up Friday - Asking Questions That Matter For Estate Planning

Season 2

Follow-up items to focus on regarding rockstar questions.

https://bit.ly/34RWEdE 

Published on 3 years, 11 months ago

Reading Time with Jarvis - Delivering Massive Value - Tips For Prospecting Success

Season 2

Tips for finding even greater success with your prospecting and onboarding process. 

https://bit.ly/3K8ewRu 

Published on 3 years, 11 months ago