Podcast Episodes

Finding Good Talent with Yosef Colish [Episode 110]

Season 1 Episode 110

Have you ever asked yourself why it's so hard to find good advisor talent? Yosef Colish is the Founder and Managing Director of Leah Yosef International, a leader in the Wealth and Investment Managem…

Published on 4 years, 8 months ago

Reading Time with Jarvis - So Good They Can't Ignore You by Cal Newport

Season 1

Matt shares important takeaways from a book he wishes he'd read early in his career.

https://bit.ly/2QhjdB4

Published on 4 years, 8 months ago

The "Perfect" Way to Rollover a 401(k) [Episode 109]

Season 1 Episode 109

Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into consideration the various ways you can approach …

Published on 4 years, 8 months ago

Tips from the Trenches - Buckets

Season 1

Learn why you must communicate your allocation strategy to your clients.

https://bit.ly/39AU8bb 

Published on 4 years, 8 months ago

The Right Size Financial Plan [Episode 108]

Season 1 Episode 108

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sha…

Published on 4 years, 8 months ago

Reading Time with Jarvis - Solve for Happy by Mo Gawdat

Season 1

Learn key takeaways from one of the most powerful books Matt has read in the last five years.

https://bit.ly/3cmr2y3 

Published on 4 years, 9 months ago

Tips from the Trenches - Delivering Massive Value

Season 1

Hear about an important lesson Micah learned when meeting with a client's daughter.

https://bit.ly/2Q9l5M7 

Published on 4 years, 9 months ago

Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller

Season 1

Learn how to handle having employees who aren't a good fit for your company.

http://bit.ly/3rMNTIu 

Published on 4 years, 9 months ago

How Long Does it Take You to Create a Tax Plan? [Episode 107]

Season 1 Episode 107

It's easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this episode, Matt and Micah share how they set up ta…

Published on 4 years, 9 months ago

Tips from the Trenches - Clients' Kids' Accounts

Season 1

Learn why it's not always a good idea to bring on clients' family members.

https://bit.ly/3qkZDjG 

Published on 4 years, 9 months ago