The podcast discusses the importance of consistency in marketing for financial advisors, the significance of setting realistic targets, and the need for discipline in achieving success. Topics include client segmentation, niche prospecting strategies, hosting effective seminars, and enhancing financial practice efficiency and profitability.

Matt and Micah share insights on perfecting the prospect process by creating value in the prospect's mind. They emphasize the importance of small details in setting up successful first meetings, including personalized greetings and positive environments. The podcast explores strategies for maintaining focus, setting boundaries, and using evidence-based affirmations for confidence in client interactions.

In this recap episode, we’re sharing why Monday’s guest, Aaron Walker, believes entrepreneurs need to break out of isolation, seek support from others, and how joining a mastermind group transformed his life. We’ll also recap the challenges of nepotism in the workforce and the importance of working for someone else before joining a family business. Resources in today's episode: - Episode Website- The Power of Masterminds with Guest Aaron Walker - Should I Let My Kids Work For Me?

In this episode, Jamie discusses the concept of nepo babies and the importance of teaching children the value of hard work, honesty, and kindness. She shares personal stories and experiences from her own family, highlighting the challenges and benefits of being raised in a family business. Jamie emphasizes the need for children to work for other companies first to gain valuable experience and avoid the perception of entitlement.  Should I Let My Kids Work For Me? Resources in today's episode: - Family Offices: An Interview with Floyd Shilanski  

Aaron Walker, an expert on mastermind groups, discusses the transformative power of vulnerability, trust, and diverse perspectives within these groups. He emphasizes the impact of unhealed wounds and the benefits of joining a mastermind group for personal and professional growth.

In this episode, Amber recaps Matt and Micah’s conversation about being prepared for emergencies and disasters in both personal and professional life and the illusion of knowing what to do in a crisis. It’s important to prepare for emergencies in your practice, such as employee turnover or loss of clients. In addition, she recaps Jamie’s tips for preparedness, the importance of having a disaster recovery plan, and why you need to be cautious about taking advice from people without knowledge or experience in a given situation. Resources in today's episode: - Episode Website - No One Will Fix It For You - Sinking Ships

In this episode, Jamie shares a story about a boating incident and highlights the importance of preparedness, clear communication, and the dangers of unsolicited advice. She emphasizes the need for disaster recovery drills and simulations in both personal and professional settings. Jamie also encourages people to be critical of those who offer advice without understanding the full context of a situation. And most importantly, by practicing and debriefing after actions, individuals and teams can be better prepared to handle unexpected events. Resources in today's episode: Sinking Ships

In this episode, Matt and Micah discuss the importance of being prepared for emergencies in both personal and professional settings. Through an experience of witnessing a boat capsizing, they highlight the illusion that people will automatically know what to do in a crisis. They emphasize the need to be your own first responder, to not rely solely on others for help, and the dangers of thinking nothing could ever happen to you - instead, be ready with a plan! Resources in today's episode: - No One Will Fix It For You - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn

In today’s episode, we’re recapping this week’s highlights. We’re revisiting the prospect process with Monday’s guest, John Barron, and the importance of educating prospects and highlighting an advisor's unique value to avoid commoditization. In addition, we’re recapping employee compensation and how both employees and employers can navigate through that process, as well as the recommendation for employees to focus on becoming indispensable.   Resources in today's episode: - Episode Website - Creating a Prospect Process that Works with Guest John Barron - How To Negotiate Your Pay

In this episode, Jamie dives into employee compensation and the hurdles they encounter while negotiating salaries. She emphasizes the significance of making yourself indispensable within an organization, suggesting that employees concentrate on enhancing their areas of improvement. The discussion extends to the advantages of working in a traditional office setting and how family dynamics can influence one's productivity at work. Jamie's advice to employees centers around the timing of negotiations, cautioning against introducing market research unless they are confident in their ability to align with the expected compensation. Additionally, she underscores the importance of transparent communication regarding compensation. Furthermore, Jamie encourages employers to proactively schedule performance and compensation reviews with their employees. How To Negotiate Your Pay