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When, Why, and How to Fire a Client
Season 1 Episode 14
Let's face it; sometimes partnerships sour. In all vocations, all industries, differences arise between individuals. And for something as valuable as the dynamic between advisor and client, sometimes…
Published on 7 years ago
A Roadmap for a Value-Driven Financial Plan
Season 1 Episode 13
Key Links
Episode 5: Always Take the High Road--------------------
Financial Planning Software is scrutinized in this episode. But right away, Matt and Micah are sure to remind listeners that they…
Published on 7 years, 1 month ago
Realistic Ruminations on Broker-Dealers
Season 1 Episode 12
This episode is, as the title suggests, all about broker-dealers. And more specifically, Matt and Micah draw from personal experience to allow listeners to gain their perspectives on the issue. Becau…
Published on 7 years, 1 month ago
Coach Joe Lukacs Revisited
Season 1 Episode 11
Key Links
Magellan MasterMind & Network: Page The financial advising program that Matt references: Academy of Preferred Advisors-----------------
In this episode, the dynamic duo, Matt and Micah…
Published on 7 years, 2 months ago
From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs
Season 1 Episode 10
Key Links
The financial advising program that Matt references: Academy of Preferred Advisors Joe's free program: PracticePower International Performance Group: Website Magellan MasterMind & Network:…Published on 7 years, 2 months ago
Don't Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice
Season 1 Episode 9
Key Links
The 'Sleep On It' Jarvis Financial Process Carl Richards Book on the One-Page Financial Plan--------------------
Most financial planners thrive on helping people. In addition to having …
Published on 7 years, 3 months ago
The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality
Season 1 Episode 8
To start this episode, Micah Shilanski provides a very valuable comparison between the mentalities of a shopkeeper and a CEO. He starts this way to illustrate the often erroneous assumption that many…
Published on 7 years, 3 months ago
The Art of Prospecting & Time-Blocking
Season 1 Episode 7
Key links
Episode 2 (featuring Gina Cotner) of The Perfect RIA Gina Cotner's website for virtual assistants: Athena Executive Services The financial advising program that Matt was enrolled in: Acad…Published on 7 years, 3 months ago
A Primer for Determining Your Fee Schedule
Season 1 Episode 6
Key Links
Math Diagram--------------------------------------
As the title states, this episode is all about determining a fee schedule for clients—that is, what a fair rate to charge clients for …
Published on 7 years, 4 months ago
Always Take the High Road
Season 1 Episode 5
Key Links
Book Referenced by Matt and Micah: Selling the Invisible----------
"It takes 20 years to build a reputation and five minutes to ruin it."
This quote from Warren Buffet frames the whole e…
Published on 7 years, 4 months ago