Podcast Episodes

Why Do You Complain vs Improve? [Episode 106]

Season 1 Episode 106

When you hear of another financial advisor charging high fees, do you attack them—or do you try to figure out what they're doing right and how you can reach that same level of success? In this episod…

Published on 4 years, 9 months ago

Reading Time with Jarvis - Never Split the Difference by Chris Voss

Season 1

Discover powerful negotiation strategies.

https://bit.ly/3r2E0Ww 

Published on 4 years, 9 months ago

How Do I Deliver Massive Value? [Episode 105]

Season 1 Episode 105

If you're dealing with the head trash around delivering something truly valuable for clients, or you're concerned about whether you're doing what you need to do quarterly to make a difference, this e…

Published on 4 years, 9 months ago

Tips from the Trenches - Fees

Season 1

Get over your head trash and figure out what value you provide doing financial planning.

https://bit.ly/2ZAK1xw 

Published on 4 years, 10 months ago

Reading Time with Jarvis - Influence by Robert Cialdini

Season 1

Learn powerful strategies for influence.

https://bit.ly/2OH6GGr 

Published on 4 years, 10 months ago

Why Is the Fee Conversation SO Hard!? [Episode 104]

Season 1 Episode 104

Listen: Most of us will never—ever—win the fee game against the large national firms—not when they have the economies of scale to have the lowest fees. So stop playing that game. Instead, play the va…

Published on 4 years, 10 months ago

Tips from the Trenches - 2nd Opinion

Season 1

How to handle when a client asks for a second opinion on your work.

https://bit.ly/370Ozl2 

Published on 4 years, 10 months ago

How Long Does It Take To Create a Financial Plan? [Episode 103]

Season 1 Episode 103

Time is money, and if you're taking more than 15 hours to create a financial plan, you're doing it wrong. Stop looking at Parkinson's Law with a glass half empty perspective, and instead take the pri…

Published on 4 years, 10 months ago

Tips from the Trenches - Client Email

Season 1

Empower your team to answer client questions.

https://bit.ly/3j2wlEE 

Published on 4 years, 10 months ago

What If I Don't Want a Lifestyle Practice? [Episode 102]

Season 1 Episode 102

There's a question Matt and Micah get more often than you might think: What do you do if you don't want a lifestyle practice? Today the guys are answering this question and diving into why it's not s…

Published on 4 years, 10 months ago