Podcast Episodes
Back to Search![Ground Zero Prospecting [Episode 34]](https://static.libsyn.com/p/assets/1/e/9/2/1e9285b69c85abe8/TPR_Artwork.jpg)
Ground Zero Prospecting [Episode 34]
Season 1 Episode 34
It can be really hard to know where to begin when you're building your practice from the ground up, so today's episode covers the basics on how to start your practice from scratch. Matt and Micah div…
Published on 6 years, 5 months ago
![Mailbag [Episode 33]](https://static.libsyn.com/p/assets/7/c/4/a/7c4a5309b160a210/TPR_Artwork.jpg)
Mailbag [Episode 33]
Season 1 Episode 33
This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will lay out how they ha…
Published on 6 years, 6 months ago
![Marketing Mistakes & How to Avoid Them [Episode 32]](https://static.libsyn.com/p/assets/c/4/0/a/c40a67c38f73b4cd/TPR_Artwork.jpg)
Marketing Mistakes & How to Avoid Them [Episode 32]
Season 1 Episode 32
If you think Matt and Micah's journeys to building successful practices were easy, think again. They made just about every mistake along the way, and today they discuss where they went wrong and what…
Published on 6 years, 6 months ago
![Staffing [Episode 31]](https://static.libsyn.com/p/assets/3/2/b/b/32bb3e51791177c9/TPR_Artwork.jpg)
Staffing [Episode 31]
Season 1 Episode 31
Regardless of the company, staffing issues happen, and it's up to us as leaders to investigate these problems with a curious mindset. In this episode, Matt and Micah discuss the importance of looking…
Published on 6 years, 6 months ago
![Profitability [Episode 30]](https://static.libsyn.com/p/assets/b/0/1/9/b019648b9082e997/TPR_Artwork.jpg)
Profitability [Episode 30]
Season 1 Episode 30
When it comes to generating positive revenue, it's easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into profitability metrics and discuss the key tips a…
Published on 6 years, 6 months ago
![How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]](https://static.libsyn.com/p/assets/5/0/3/5/503572e6418be5ce/TPR_Artwork.jpg)
How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]
Season 1 Episode 29
Adding valuable services to your practice that benefit your clients is simple, but in order for things to run smoothly, it's important to understand the whole story. Today Matt and Micah will go over…
Published on 6 years, 6 months ago
How to Provide High-Value Services - with Ed Slott [Episode 28]
Season 1 Episode 28
What does it take to provide true value to your clients? Today we have financial expert and advisor Ed Slott on the show to answer that question and more. Named "The Best" source for IRA advice by T…
Published on 6 years, 7 months ago
Stop Lying to Yourself [Episode 27]
Season 1 Episode 27
There's something that plenty of advisors are guilty of doing without even realizing it: lying to themselves. It's easy to inflate the numbers in your practice, or even guess at them without truly k…
Published on 6 years, 7 months ago
Appointments Outside of the Surge [Episode 26]
Season 1 Episode 26
When it comes to client meetings, we've talked a lot about why grouping appointments is beneficial to you, your team, and the people you serve. But what happens when someone wants to see you outside …
Published on 6 years, 7 months ago
Luck of the Draw [Episode 25]
Season 1 Episode 25
Too often, people hang onto the idea that anyone who is successful must be lucky. Worse yet, those same people decide that a similar type of success is impossible for them because they believe that t…
Published on 6 years, 7 months ago