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When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]

When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]


Season 1 Episode 90


After sending Nick Murray his business plan to look over back in 2009/2010, Matthew Jarvis was told it was so terrible that he shouldn't waste his time. So in this episode, the guys will be unpacking…


Published on 5 years, 3 months ago

Tips from the Trenches - Work Life Balance

Tips from the Trenches - Work Life Balance


Season 1


https://bit.ly/3hHrRB0 


Published on 5 years, 3 months ago

Am I Charging Too Much?!? [Episode 89]

Am I Charging Too Much?!? [Episode 89]


Season 1 Episode 89


What is an absurd advisor fee? After seeing someone on social media critiquing what they consider to be an absurd advisor fee, Matthew and Micah decided to sit down and discuss this exact issue. You …


Published on 5 years, 3 months ago

Reading Time with Jarvis - Nick Murray, The Godfather of Financial Planning

Reading Time with Jarvis - Nick Murray, The Godfather of Financial Planning


Season 1


https://bit.ly/31pOVPV 


Published on 5 years, 3 months ago

How Do I Fire A Client? [Episode 88]

How Do I Fire A Client? [Episode 88]


Season 1 Episode 88


We often end up with an emotional connection to our clients, which can make it challenging to part ways with them—even if it's for the best. So today Matt and Micah are discussing how and when to "fi…


Published on 5 years, 3 months ago

Tips from the Trenches - PPP

Tips from the Trenches - PPP


Season 1


https://bit.ly/3axvI1n 


Published on 5 years, 4 months ago

What Are My Prospects Thinking About… [Episode 87]

What Are My Prospects Thinking About… [Episode 87]


Season 1 Episode 87


One of the key components to success in any professional endeavor is setting—and then delivering on—expectations. Far too often, we fall short due to unclear or unrealistic predictions being made by …


Published on 5 years, 4 months ago

Tips from the Trenches - Making Assumptions

Tips from the Trenches - Making Assumptions


Season 1


https://bit.ly/2DI9jlY


Published on 5 years, 4 months ago

Am I A Good Enough Advisor? [Episode 86]

Am I A Good Enough Advisor? [Episode 86]


Season 1 Episode 86


Why is the perfect RIA so perfect? Today Matt and Micah will be working on the mindset side of things and sharing how important it is to have your priorities firmly in place in order to succeed. By i…


Published on 5 years, 4 months ago

I Screwed Up. Now What? [Episode 85]

I Screwed Up. Now What? [Episode 85]


Season 1 Episode 85


Making mistakes is never fun, but unless you can actually walk on water (without it being frozen) you've probably made your fair share. And the truth is, how you handle your mistakes says a lot more …


Published on 5 years, 4 months ago





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