In this encore episode you'll learn the answerto the question, How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and reflecting often, you will be on a constant uphill battle with no endpoint in sight. So, in this episode, Matthew will share how to double your success in the four areas of practice success.

Listen in as he explains how to calculate your effectiveness, as well as how to improve upon it. You will learn the benefit of writing down your goals and mapping them out on your calendar, how to become a master of tax planning, and why you should record—and watch—your client meetings so that you can improve them moving forward.

Encore episode - Double Your Practice

- Matt Jarvis: Website | LinkedIn
- Buy Matt's Book

In this conversation, Jarvis and Micah discuss the importance of taking real vacations as advisors, emphasizing the need for clear communication with clients and team members. They outline five common mistakes advisors make when planning time off, including not setting expectations, failing to communicate effectively, and neglecting to have an emergency plan. The discussion also highlights the value of having a structured approach to client meetings and the necessity of creating a checklist for time away from the office. Ultimately, they stress the importance of balancing work and personal life to enhance overall effectiveness and satisfaction.

The Art of Taking Time Off [Episode 309]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and Matthew will be discussing several things you should and shouldn’t do in client meetings.

Listen in as they share how to ensure you are performing at the same energy level throughout every meeting you are conducting, as well as the importance of explaining every action you make to your clients so that they know you are completely present. You will learn how to become a rockstar level advisor, why what you wear matters in meetings, and how to set proper expectations.

Encore episode - You Drank a Soda in a Client Meeting?!?

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn