Podcast Episodes

Tips from the Trenches - Holding Your Value

Season 1

How to stick to your guns when it comes to charging what you're worth.

https://bit.ly/3BGGwqH 

Published on 4 years, 2 months ago

How Do I Get Referrals From CPAs? [Episode 128]

Season 1 Episode 128

Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing eff…

Published on 4 years, 2 months ago

Follow Up Friday - I'll Do It Later

Season 1

Action items to close out the week.

https://bit.ly/3Apf5Ag 

Published on 4 years, 2 months ago

Reading Time with Jarvis - Delivering Massive Value - Chapter 9

Season 1

Highlighting key insights from Matthew's book.

https://bit.ly/3AcNJ0p 

Published on 4 years, 2 months ago

I'll Do It Later [Episode 127]

Season 1 Episode 127

You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you're going to double your success rate in eff…

Published on 4 years, 2 months ago

Follow Up Friday - Double Your Practice

Season 1

Major action items to implement now.

https://bit.ly/3iEXy0X 

Published on 4 years, 2 months ago

Tips from the Trenches - Christmas in October

Season 1

Why we want to think about Christmas before December.

https://bit.ly/3uou24d 

Published on 4 years, 2 months ago

Double Your Practice [Episode 126]

Season 1 Episode 126

How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to …

Published on 4 years, 2 months ago

Reading Time with Jarvis - Deep Work by Cal Newport

Season 1

Learn what damages your productivity and focus time.

https://bit.ly/3hZQUC9 

Published on 4 years, 3 months ago

Follow Up Friday - Team Won't Implement

Season 1

Action items for the upcoming week to help your practice succeed.

https://bit.ly/3tNdjHu 

Published on 4 years, 3 months ago