Podcast Episodes

Asking Questions That Matter For Estate Planning [Episode 137]

Season 2 Episode 137

This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and unde…

Published on 3 years, 11 months ago

Follow Up Friday - The Godfather: Michael Kitces

Season 2

Four things you need to do in order to transform your practice.

https://bit.ly/3t427b7 

Published on 3 years, 11 months ago

Tips from the Trenches - Facial Expressions

Season 2

Learn what you need to be paying attention to in client meetings.

https://bit.ly/3qPNx4m 

Published on 3 years, 11 months ago

The Godfather: Michael Kitces [Episode 136]

Season 2 Episode 136

Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this indus…

Published on 3 years, 11 months ago

Follow Up Friday - It Took Me XX Hours And Is Therefore Worth $$

Season 2

Action items for streamlining your process and delivering the same massive value in less time.

https://bit.ly/3mNRHsr 

Published on 3 years, 11 months ago

Reading Time with Jarvis - Delivering Massive Value - Six Steps To Onboard The Perfect Client

Season 2

How to avoid wasting your client's time—and your own.

https://bit.ly/3eCXbl3 

Published on 3 years, 11 months ago

It Took Me XX Hours And Is Therefore Worth $$ [Episode 135]

Season 2 Episode 135

Are you lying to yourself about where you are spending your time? Where you spend time is a key factor in the success of your business, and if you focus too much on something that isn't productive or…

Published on 3 years, 11 months ago

Tips from the Trenches - Getting Rona During Surge

Season 1

How to make sure you're a top performer—no matter what.

https://bit.ly/3Ejeq5C 

Published on 4 years ago

Follow Up Friday - But I'm At Capacity

Season 1

How to get out of the victim mindset.

https://bit.ly/3mb6JIo 

Published on 4 years ago

Reading Time with Jarvis - Delivering Massive Value - Prospect Process Mishap: Too Much or Too Little

Season 1

Learn about the catch-22 that had Matt stuck in the early years of his career and how he overcame it.

https://bit.ly/3sdjMga 

Published on 4 years ago