In this episode, Matt is joined by Yohance Harrison to discuss the profound importance of estate planning, driven by Yohance's personal experience assisting a client on her deathbed in 2020. Yohance shares how over 50% of Americans pass away without an estate plan and stresses the need for critical documents like wills and powers of attorney.  Yohance also talks about how he leverages client interactions to generate referrals. By discussing beneficiaries and powers of attorney, he opens opportunities to guide clients through notifications, turning one estate plan into multiple referrals. Matt underscores the advisor's role in delivering value and initiating meaningful conversations, illustrating how such interactions can positively impact clients' lives. Tune in for practical insights into estate planning, navigating its complexities, and creating lasting value for both advisors and clients alike. Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison Resources: - Matt Jarvis: Website | LinkedIn - Yohance Harrison: Website | LinkedIn - Estate Planning Masterclass - EncorEstate Plans - Wealth.com - Trust and Wills - Investopedia

In this episode, Micah and Matt discuss the importance of profitability in financial advisory practices and why it's needed to ensure financial stability and the ability to weather economic downturns. They share insights on hiring and team management, highlighting the importance of hiring strategically and setting benchmarks for growth. They’re also cautioning against wasteful spending and why you need to invest in activities that have proven to be successful and involve things you’re willing to do. What Does Profitability Really Look Like? [Episode 239] Resources: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - INVICTUS Mastermind - https://be.theperfectria.com/invictus-mastermind-a/?_go=podcast - Save the date for our next Nation Power Session on February 21, 2024, on How to Double Your Practice! Email lifestyle@theperfectria.com to save your spot!

In this episode, we’re recapping this week’s episodes. We’ll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, and helping younger people set goals. Prospect Process - Why Prospects Say No [Episode 238] Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton Empowering Futures: Goal-Setting Strategies for Young Adults Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids

In this episode, Jamie Shilanski discusses the importance of goal setting for young people and how to help them establish and work towards their goals. Jamie provides a step-by-step process for goal setting and offers tips on accountability. She also encourages listeners to seek guidance and support from others in the goal-setting process. Empowering Futures: Goal-Setting Strategies for Young Adults

In this episode, Matthew Jarvis interviews Amy Appleton, the Vice President of Marketing for Belay, about how financial advisors can use virtual assistants to enhance their marketing efforts. Amy shares her experience of using virtual assistants for marketing at Belay and provides practical tips for advisors. The conversation covers topics such as content repurposing, podcast management, tracking and reporting, networking, and more. Amy emphasizes the importance of consistency in marketing and the value of having a support team to handle various marketing tasks. Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton

Micah and Matt discuss key steps for successful prospecting and client conversion, including tracking prospect data, simplifying complex concepts, and differentiating oneself. They emphasize the significance of goal setting, setting achievable goals, and choosing effective prospecting channels. They also highlight the impact of complexity on prospects and the importance of evaluating marketing channels.

In this recap episode, we’re discussing topics related to personal and professional growth. On Monday’s episod, Matt and Micah emphasized the importance of setting goals, making sticky changes, and being willing to pay the price for success. They also explored the concept of extreme accountability and the need for an accountability partner. Wednesday’s episode with guest Rhonda Farr discussed She recognizing blind spots, changing behavior, and improving relationships through awareness and curiosity. Then on Thursday, Jamie highlighted the significance of understanding team appreciation languages and engaging your team through appreciation. New Year - New You Coaching High Achievers with Guest Rhonda Farr High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages New Year Goals, High Achiever Coaching, and Team Appreciation Languages

In this episode, Jamie Shilanski discusses the importance of emotional intelligence and team appreciation languages. She shares her experience of conducting a team retreat where they explored different appreciation languages and how team members like to give and receive appreciation. The four main appreciation languages discussed are acts of service, words of affirmation, quality time, and gifts. Jamie emphasizes the need for leaders to understand and cater to each team member's appreciation language to create a positive and supportive work environment. High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages

In this episode, Matthew Jarvis interviews Rhonda Farr, a coach specializing in working with high-achieving men. They discuss the need for coaching, especially for successful individuals who may struggle in other areas of their lives. Rhonda explains that coaching provides a sounding board and helps identify blind spots. They also explore the challenges that high achievers face in personal relationships and how to navigate those challenges. Rhonda shares practical tips for being curious and creating awareness in order to improve relationships.  Coaching High Achievers with Guest Rhonda Farr

In this episode, Jarvis and Micah discuss setting ambitious New Year's resolutions and the importance of being willing to pay the price to achieve them. They emphasize the need for sticky changes and delivering value to clients. They also introduce the concept of extreme accountability and the role of an accountability partner in achieving goals. The episode concludes with a reminder to take action and make the necessary changes to reach success. New Year - New You