Podcast Episodes

Tips from the Trenches - Assuming on a Client Plan

Season 1

Learn our steps for a successful financial planning process.

https://bit.ly/3tIqEkt 

Published on 4 years, 3 months ago

Team Won't Implement [Episode 125]

Season 1 Episode 125

None of us are exempt from looking around and finding the nearest scapegoat from time to time. It's easy, it preserves our ego, and it gives us a reason for why we can't implement the process we know…

Published on 4 years, 3 months ago

Follow Up Friday - It's Not Just Matt and Micah That Surge

Season 1

Action items for quadrupling your income and the time you spend out of your office.

https://bit.ly/3hlNTvK 

Published on 4 years, 3 months ago

Reading Time with Jarvis - Nerd's Eye View by Michael Kitces

Season 1

Learn about one of Matt's favorite resources for advising advice.

https://bit.ly/3yPt5ml 

Published on 4 years, 3 months ago

It's Not Just Matt and Micah That Surge [Episode 124]

Season 1 Episode 124

Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves. However, there is an alternative: surge m…

Published on 4 years, 3 months ago

Follow Up Friday - Is There A Wannabe Doctor On Board?

Season 1

Learn why it's important to learn from people who have actually done what you want to do.

https://bit.ly/3tcuimp 

Published on 4 years, 3 months ago

Tips from the Trenches - The Power of One Page

Season 1

Learn the value of one-page planning documents.

https://bit.ly/2WGLTa3 

Published on 4 years, 3 months ago

Is There A Wannabe Doctor On Board? [Episode 123]

Season 1 Episode 123

The amount of trust your clients put in you is a big deal. Just as you wouldn't seek medical advice from someone who isn't a certified doctor, others will not want to seek financial advice from someo…

Published on 4 years, 3 months ago

Reading Time with Jarvis - The Rich Barber Method by Chuka Torres

Season 1

Learn how business tips from a barber apply to all entrepreneurs.

https://bit.ly/3Bxixdp 

Published on 4 years, 3 months ago

Tips from the Trenches - Follow The Process

Season 1

How to communicate with clients about the value of following a process of success.

https://bit.ly/3gkpAhd 

Published on 4 years, 4 months ago