Podcast Episodes

Weekly Wrap Up - I'm Done with Surge...Now What?

Season 1

Learn about the importance of having fun and leaving time for your family. 

https://bit.ly/3uKChaa 

Published on 4 years, 7 months ago

Tips from the Trenches - The Dishwasher Rule

Season 1

How to ensure your clients are aware of the work that you do and the value that you provide.

https://bit.ly/3nYJS2z 

Published on 4 years, 7 months ago

I'm Done With Surge...Now What? [Episode 113]

Season 1 Episode 113

When you do a surge schedule, it's such an intense time and then you have so much time after – what do you do? Matt and Micah share why they choose to schedule trips right after surge and why those t…

Published on 4 years, 7 months ago

Weekly Wrap Up - Why Advisors Fail

Season 1

Learn why advisors fail and the importance of following a success process.

https://bit.ly/33BktTd 

Published on 4 years, 7 months ago

Reading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate

Season 1

Learn why tax planning is so difficult and how to show your level of expertise in this field.

https://bit.ly/3xMegBC 

Published on 4 years, 7 months ago

Why Advisors Fail [Episode 112]

Season 1 Episode 112

In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a succes…

Published on 4 years, 7 months ago

Tips from the Trenches - Prospect Process

Season 1

Learn how to improve your office experience so that your clients are even more comfortable to work with you.

https://bit.ly/3ua0Qgm 

Published on 4 years, 7 months ago

It's Just An Email [Episode 111]

Season 1 Episode 111

When you are talking to prospective clients, everything counts. Whether it's phone calls, meetings or yes, even emails, you have a chance to show how much value you can bring to their lives. In this …

Published on 4 years, 7 months ago

Reading Time With Jarvis - The War of Art by Steven Pressfield

Season 1

Matt shares how to avoid procrastination and the importance of working towards your goals.

https://bit.ly/2QwYfyF 

Published on 4 years, 8 months ago

Tips from the Trenches - When the Sales Process Goes Wrong

Season 1

Learn how to avoid making mistakes that will ruin your chances with a prospective client.

https://bit.ly/32tmAYE 

Published on 4 years, 8 months ago