In this episode, Amber discusses the key takeaways from a recent podcast episode with a special guest, David Gow. David and Matt explored the role of a financial advisor and the importance of building trust with clients. David emphasizes the power of asking the right questions and understanding each client's unique needs. Amber also shares insights from Jamie on Surge scheduling and the importance of being intentional with client meetings. She highlights the need for recovery and setting boundaries to avoid fatigue. Resources in today's episode: - Episode Website - Client Relationships And Connections With Guest David Gow [Episode 249] - How Surge Fails - Join us for TPR LIVE on September 25th! - Looking for more virtual training? Sign up for our Junior Advisor Masterclass

In this episode, Jamie shares how Surge can go off the rails. She emphasizes how advisors must deliver massive value to clients, be intentional with time, and run a profitable practice. The concept of Surge, which is time blocking on steroids, is introduced as a way to meet with clients and prospects when it makes the most sense in their lives. Still, with this, Jamie points out the importance of creating inflexible surge rules and conducting after-action reports to evaluate and improve surge performance. How Surge Fails Resources in today's episode: - The Tipping Point by Malcolm Gladwell - Jordan B Peterson Podcast - Worlds to Conquer - When I Surge, You Surge, We Surge  

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients' needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question. Client Relationships And Connections With Guest David Gow [Episode 249] Resources in today's episode: - The Complexity Curve with Guest Paul Saganey - Two Most Important Parts of a Surge Meeting  

In this recap episode, Amber discusses the importance of intentional communication with clients and the value of simplifying complex topics. She then explores the topic of Roth conversions and taxes, emphasizing the need for annual conversations with clients. Amber then transitions to the implementation of Surge meetings, the benefits they provide for clients and advisors, and when is the best time to schedule them throughout the year. Resources in today's episode: - Episode Website - Throwback: Roth Conversions [Episode 248] - The Perfect Surge Dates

In this episode, Jamie discusses the concept and implementation of Surge, as well as when is the most appropriate time for Surge meetings. Surge is a time-blocking strategy that allows advisors to optimize their schedules and deliver value to clients. Jamie shares the origins of Surge and how it has evolved over the years within their office. She’s also sharing a detailed surge schedule that includes specific months for surge periods based on when it works best for the client and allows them to be at their best. The Perfect Surge Dates

Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own ideas and discuss how this often happens when it comes to Roth conversions—and what to do about it. Listen in to hear how they navigate this issue, what kinds of communication methods help, and what you can do to ensure clients are better prepared to take advantage of Roth conversions. When clients sit down and hear you recite everything you know about this topic, there will certainly be less understanding than if you knew how to communicate the idea succinctly and purposefully to them. Don't miss the guys' tips on how to do this more effectively and how to help clients make the most educated and informed decisions. You'll also learn why less is often more, how to not overcomplicate things, and where many advisors screw things up. Throwback: Roth Conversions [Episode 248] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn | Twitter - Retirement Tax Services - Estate Planning Masterclass

In this episode, we’re recapping this week’s discussion on sales and communication in the financial advisory industry and how effective communication is not about forcing someone to buy something but rather about understanding and helping clients achieve their goals. We also review the importance of building a proper prospect process and avoiding common pitfalls in prospect meetings. Resources in today's episode: - Episode website - Communication, Not Sales [Episode 247] - When Prospecting Goes Wrong - Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.

In this episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the need for clear and consistent documentation. She also discusses the consequences of breaking the process and provides strategies for avoiding unwanted clients. When Prospecting Goes Wrong Resources in today's episode: - Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.

Summary: In this episode, Micah and Matt discuss the importance of effective communication with clients and prospects in your financial planning practice. They debunk the negative connotations associated with sales and emphasize the need for good, practiced communication skills. They highlight the role of role-playing in improving communication and stress the importance of having a consistent process. Communication, Not Sales [Episode 247] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.

In this episode, Amber first reviews the key takeaways from Monday’s episode where Jonathan Reynolds shared his key tips to helping your team members stay long-term . She discusses the importance of recruiting and retaining A players by showing them a clear plan and path for their career growth. She also highlights the significance of supporting team members and giving back to the community. Additionally, she explores the strategy of charging for prospect meetings and the value it brings to financial advisors. Resources in today's episode: - Episode Website - Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246] - Charging For Prospect Meetings

In this episode, Jamie discusses the importance of charging for initial prospect consultations. She shares the background of Shilanski and Associates, and explains how they began charging for prospect meetings. Jamie emphasizes the value that financial advisors provide and challenges the mindset that their services should be given away for free. She outlines the process of charging for consultations and highlights the focus on delivering value to prospects. Jamie also addresses common concerns and misconceptions about charging for initial meetings and emphasizes the importance of consistency and integrity in pricing. Charging For Prospect Meetings Resources in today's episode: - Shilanski and Associates Initial Consultation Agreement - Jarvis Financial Sleep On It Process

Jonathan Reynolds, CEO of Titus Talent, joins Matt to discuss the importance of not only finding employees, but how to keep them long term. Jonathan shares why as a business owner, you need to provide employees with a clear career path and show them what's next in their professional development. Jonathan suggests that hiring and retaining A-players is best achieved by aligning their career trajectory with the company's future plans. He also highlights the significance of generosity in attracting and retaining talent, and the positive impact it can have on company culture and relationships. Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Jonathan Reynolds: Website | LinkedIn - Titus Talent Strategies - Right Seats, Right People by Jonathan Reynolds - Generosity Guide  

In this episode, we’re recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a positive environment and approach prospects with confidence, and that first meeting with the prospect is crucial, so how do you make it successful? We’re also sharing how to identify good-fit prospects and the importance of marketing and consistency.  Resources in today's episode: - Episode Website - Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] - Prospecting That Works for Advisors - Don’t miss out on our upcoming Prospect Process Masterclass. Contact [email protected] to stay informed.  

Looking for prospecting help? Jamie’s ready to share guidance on marketing and how to identify the right fit for your services. Discover the importance of consistency in marketing and the need to persist in strategies that work. Learn about goal planning, setting realistic targets, and the significance of discipline in achieving success as Jamie shares practical tips to ensure your marketing efforts stand the test of time. Prospecting That Works for Advisors Resources in today's episode: - Niche Slapping Time - Don’t miss out on our upcoming Prospect Process Masterclass. Contact [email protected] to stay informed.

Matt and Micah are sharing a sneak peek of an upcoming masterclass focused on perfecting the prospect process. The duo reflects on their past experiences, including awkward encounters and struggles to convey value to prospects. The key takeaway: it all boils down to creating a sense of value in the prospect's mind. Discover the crucial elements of a successful first in-office appointment, where every detail, from communication beforehand to the receptionist's warm greeting, plays a vital role. Learn the importance of a positive environment and stacking everything in your favor, even the seemingly small details, to create a favorable impression. Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - Ritz Carlton Training - Don’t miss out on our upcoming Prospect Process Masterclass. Contact [email protected] to stay informed.

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  

In this episode, Aaron Walker joins Matt to discuss the importance of mastermind groups and their transformative power on entrepreneurs' lives. Aaron shares the value and need for vulnerability, transparency, and trust within these groups and the benefits of diverse perspectives and experiences. He also highlights the impact of unhealed wounds and the misguided thoughts around self-preservation that can hinder personal growth. Aaron provides insights into the structure and format of a mastermind group and encourages listeners to consider joining one to enhance their personal and professional lives. The Power of Masterminds with Guest Aaron Walker Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Aaron Walker: LinkedIn | Website - View from the Top Book by Aaron Walker - View from the Top Iron Sharpens Iron Mastermind - Learn More! - What Works Wednesday with Aaron Walker

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

In this episode, Matthew Jarvis and special guest John Barron discuss the importance of creating an educated and informed decision-making process for prospective clients. John emphasizes the need to differentiate yourself from competitors and educate clients about the unique value you provide. By guiding clients through a safe and pressure-free process, Financial Advisors can build trust and help clients make decisions that align with their values and goals. Creating a Prospect Process that Works with Guest John Barron Resources in today's episode: - Matt Jarvis: Website | LinkedIn - John Barron: LinkedIn | Website - TPR Podcasts: With Guest John Barron and Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs  

In this episode, we’re recapping the importance of managing alerts and notifications to improve productivity and mental well-being, as well as exploring strategies for managing calendars and transitioning to vacation. We’re also covering the dos and don'ts of firing and handling resignations, and the importance of clear communication and setting expectations. Resources in today's episode: - Episode Website - Only Fools Get Alerts [Episode 241] - How to Fire Someone

In this episode, Jamie Shilanski discusses the challenges of firing employees and handling resignations in a professional and respectful manner. Jamie shares her personal do's and don'ts for firing employees, emphasizing the importance of clear expectations, accountability, and avoiding drama. She also provides insights on the process of transitioning out employees who resign, including the importance of setting a positive tone and communicating the plan to team members and stakeholders.  How to Fire Someone

In this episode, Micah and Matt discuss the destructive nature of alerts and notifications on your productivity and mental well-being. They emphasize the importance of separating acceptable notifications from overwhelming ones and creating a team communication policy. They also share strategies for managing calendars and travel and using tools like scheduled summaries to transition between work and personal modes. They highlight the need for accountability in addressing the addictive nature of dopamine and the exploitation of our attention. Only Fools Get Alerts [Episode 241] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn- Dopamine Nation - Deep Work - Dan Sullivan - Tim Ferris - Fear Setting - The Myth of Normal

In this recap episode, we’re highlighting the backdoor Roth contribution strategy, the importance of correct reporting on tax returns, and the need for a proactive advisor in managing client accounts. We’ll also explore the dynamics of middle-class success and those who embrace failure as a learning tool and prioritize nodal networking. Lastly, we’re getting into the real deal behind confirmation bias and understanding System One and Two thinking to help you become a better financial advisor. Resources in today's episode: - Episode Website - Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA  - Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff - Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits

In this podcast episode, Jamie Shilanski is digging into the the power of confirmation bias and its role in becoming a better financial advisor. Using astrological signs, Jamie illustrates how confirmation bias influences our beliefs about ourselves. She draws on Angela Duckworth's research, explaining the interplay between system one (instantaneous, subconscious) and system two (slower, intentional) thinking. She explores how this concept extends to marketing and buying decisions, revealing that people predominantly rely on System 1 thinking due to its quick, lazy nature. Brand recognition and trust play significant roles in this process. To connect with clients, Jamie suggests understanding their System 1 thinking, recognizing their intuition, and leveraging the principle of moving towards pleasure or away from pain. She shares a practical approach to marketing by categorizing attributes like intuitive, brand recognition, conscientious, instinctive, and emotional reference on a spectrum between pleasure and pain. Simplifying rather than overcomplicating, Jamie emphasizes the importance of focusing on the basics in marketing, offerings, and customer experience. Optimize your approach by aligning with clients' intuitive thinking and addressing their pleasure or pain points. Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits Resources from this episode: - Grit by Angela Duckworth - Thinking Fast and Slow by Daniel Kahneman

In this episode, Matt is joined by Lewis Schiff from Birthing of Giants. Lewis, a natural entrepreneur, questioned the disparity in outcomes among middle-class individuals. His research, culminating in the book "The Middle-Class Millionaire," explored why only one in ten managed to break into the top echelons of wealth. The crux of his coaching philosophy lies in understanding the distinctive approach of the self-made wealthy, the true drivers of economic change. These individuals, Lewis emphasized, work longer hours but, more importantly, embrace failure as a vital learning tool. The so-called "hero gene" is prevalent among entrepreneurs who openly share their failures, fostering innovation and entrepreneurship. Lewis also discusses nodal networking, a key concept that revolves around cultivating strong connections with a select few in the business realm. Lewis stressed the importance of giving before asking, using personal strengths, and minimizing weaknesses. Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff Resources for this episode: - Matt Jarvis: Website | LinkedIn- Lewis Schiff: Website | LinkedIn - Russ Allen Prince - The Middle-Class Millionaire  

In this podcast episode, Matt is joined by Steven Jarvis from Retirement Tax Services (RTS) to discuss a commonly misunderstood tax strategy and how you can add value to your clients through tax planning. Through talking about a critical tax strategy involving backdoor Roth contributions, they stress the importance of correctly reporting on tax returns and highlight common mistakes, such as errors in the 8606 form and issues when clients change tax preparers. The conversation explores pitfalls in the backdoor Roth process and the need for a proactive advisor.  Steven also warns against relying solely on software tools and why they require a knowledgeable operator. They also discuss the importance of managing all client accounts for optimal communication and the successful execution of complex strategies like the backdoor Roth. Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240] Resources for this episode: - Steven Jarvis: Website | LinkedIn - 8606 Masterclass - Effective Implementation Of A Backdoor Roth Strategy: Detailed Nuances, IRS Form 8606 (And When It’s Even Worth Doing)

In this episode, we’re recapping the critical aspects of maximizing profitability with insights on making your practice not only sustainable but truly profitable. Discover the often overlooked importance of estate planning and how it contributes to the longevity of your success. Dive into the intricacies of hiring and team building, understanding the pivotal role a strong team plays in your business growth. Resources in today’s episode: - Episode Website - What Does Profitability Really Look Like? [Episode 239] - Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison - BS Business Advice About Building Teams

In this episode, Jamie discusses the intensity surrounding the work her office does nature of work and how her team has fully embraced it. She emphasizes the critical importance of having a team that is highly motivated and passionate. Jamie also provides invaluable insights on effectively managing non-team players and the challenges of hiring and onboarding new team members. She firmly stresses the need to empower non-team players and establish a comprehensive onboarding process to ensure the team operates at maximum efficiency. BS Business Advice About Building Teams Resources:  -  Job Offers - Adding To Your Team - Hiring And Interviewing

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 [email protected] 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

In this episode, Micah and Matt discuss the key steps and strategies for successful prospecting and client conversion. They emphasize the need to track and analyze prospect data to identify the most effective prospecting channels and the significance of knowing your numbers and tracking conversion rates at each step of the process. They also highlight the importance of simplifying complex concepts for clients and differentiating oneself from other advisors. Additionally, they discuss the importance of evaluating and adjusting prospecting strategies and identifying reasons for prospect rejection.  Prospect Process - Why Prospects Say No [Episode 238]

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

In this recap episode, we’re sharing the highlights from the week. Monday brought the 12 gifts that you can give yourself and your practice for the holidays, including that time blocking and structured schedules are not just organizational tools but powerful catalysts for boosting productivity. Another key takeaway was the quality over quantity approach in client interactions and how being open to continuous learning and delivering genuine value holds more significance than sheer volume, fostering stronger and more meaningful client relationships. On Wednesday, we welcomed HR professional Kameka McLean from the UK to share her focus on DEI and to address the crucial issue of diversity in financial services. She discussed the necessity for comprehensive policies, procedures, and succession planning to promote inclusivity and diversity within the industry. On Thursday, Jamie discussed recruitment - her tips for job advertisements and the significance of aligning candidate values with company values. The Twelve Days of TPR Christmas [Episode 236] Becoming An Inclusive Leader with Guest Kameka McLean Job Offers Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers

In this episode, Jamie discusses employee recruitment and retention strategies. She shares her approach to job advertisements, including the use of platforms like Indeed. Jamie emphasizes the importance of background checks and using tools like GoodHire to ensure the suitability of candidates. She also highlights the value of assessments, such as the DISC test, in determining the right fit for a role. Jamie provides insights into crafting job offers and the benefits and incentives that can attract and retain top talent. She cautions against cash bonuses and emphasizes the need to align benefits with company culture. Job Offers

In this episode, Matthew Jarvis interviews Kameka McLean, an HR professional with over 20 years of experience, about the importance of diversity and inclusion in the workplace. Kameka shares her personal journey in HR and emphasizes the need for organizations to align their goals and principles with the protective characteristics outlined in the law. She highlights the benefits of investing in employee development and creating an inclusive culture. Kameka also discusses the challenges and misconceptions surrounding diversity and offers advice on how to create a welcoming environment for all individuals. She emphasizes the importance of supporting mental well-being and provides insights for smaller organizations to promote diversity and inclusion. The episode concludes with empowering messages about embracing one's uniqueness and taking action to make a positive change. Becoming An Inclusive Leader with Guest Kameka McLean

In this Christmas special episode, Micah and Matt discuss 12 gifts advisors can give their practice to focus on improving. These gifts include time blocking and surge scheduling, delivering value in client meetings, being effective with time, getting rid of freebies and exceptions, defining new clients, delivering massive value in tax planning, cutting opportunities to play office, investing in professional development, hiring a virtual assistant, committing to double success in 36 months, joining the Invictus Coaching Program, and writing out the onboarding process. These gifts aim to help advisors improve their practice and achieve greater success in the coming year. The Twelve Days of TPR Christmas [Episode 236]

On Monday, Matt and Micah focused on the critical importance of communication with clients and the impact of language on client relationships. and stress the need to avoid default answers that may limit clients. They also highlighted the value of asking probing questions, showing empathy, and maintaining a genuine curiosity to understand clients' needs. Wednesday, Matt was joined by former wholesaler turned advisor Anthony Zanetti, who shares insights from his experience in both roles. In addition to having an intentional schedule, Anthony shares his approach to improving a good practice by focusing on incremental changes and prioritizing tasks, as well as the importance of aligning actions with the advisor's vision and effectively communicating complex strategies to clients. Thursday, Jamie explored the vocabulary and toolset for personal and team development. She discussed terms like work-life balance and burnout, highlighting the need to understand and address these issues. Jamie shares insights from her team, the importance of teamwork to avoid burnout, and the importance of providing a vocabulary for personal development. - Do NOT Say That To A Client [Episode 235] - Wholesaler Who Saw The Light With Guest Anthony Zanetti - Burnout Is For Wimps - Mastering Client Communication, Growth Strategies, and Team Resilience