Podcast Episodes

Reading Time with Jarvis - Tools of Titans by Tim Ferriss

Season 1

Key takeaways from one of Matt's favorite books.

https://bit.ly/3izAcsi 

Published on 4 years, 11 months ago

Tips from the Trenches - Interviewing Attorneys

Season 1

Questions to ask and things to look out for when interviewing attorneys.

https://bit.ly/38JhJGx 

Published on 4 years, 11 months ago

Why Am I Not Getting More Referrals? [Episode 101]

Season 1 Episode 101

We might be jaded, but those referral success stories you hear from advisors? Well, they're probably a bunch of B.S. In fact, if you are relying solely on referrals for your advisory, you likely have…

Published on 4 years, 11 months ago

Reading Time with Jarvis - Measure What Matters by John Doerr

Season 1

Key takeaways from one of Matt's favorite books.

https://bit.ly/2LwUare 

Published on 4 years, 11 months ago

How Much Should I Be Charging? [Episode 100]

Season 1 Episode 100

At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it is such a big hang-up for so many advisors. They a…

Published on 4 years, 11 months ago

Tips from the Trenches - Gifting Money to Kids

Season 1

https://bit.ly/3pJ2Gm1 

Published on 4 years, 11 months ago

Should I Leave My Broker Dealer This Year? [Episode 99]

Season 1 Episode 99

"Should I leave my broker dealer this year?" is a question Matthew and Micah get rather frequently, so in this episode, you can expect a full answer to that. They discuss the experiences they have ha…

Published on 4 years, 11 months ago

Reading Time with Jarvis - Simple Wealth, Inevitable Wealth by Nick Murray

Season 1

https://bit.ly/34DuIqI 

Published on 5 years ago

Tips from the Trenches - Paying Your House off in Retirement

Season 1

http://bit.ly/3hkeQ1P 

Published on 5 years ago

Sten Morgan Interview [Episode 98]

Season 1 Episode 98

Being able to deliver a ton of value in the first few meetings with a potential client is crucial for finding success, but it's also about the way you deliver it. In this episode, Matt sits down to c…

Published on 5 years ago