Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial

In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and tax planning strategies. They emphasized th

In this episode, Jamie Shilanski shares the weapon that top-performing financial advisors use to skyrocket their productivity: strategic delegation. Discover why hiring the right support staff is cruc

In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to nav

In this Follow-up Friday episode, host Amber recaps key takeaways from this weeks episodes. Monday,Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of m

In this episode, Jamie Shilanski reveals two crucial traits of successful financial advisors: optimism and grit. She debunks the myth that success comes from innate talent, instead emphasizing the pow

Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial

In this Friday recap, Amber explores the crucial difference between efficiency and effectiveness for financial advisors. She highlights Matt and Micah's discussion on leveraging proven processes and r

In this recap episode, Amber is sharing the highlights from this week. Monday, Ted Jenkin joined Matt to reveal that traditional valuation methods often underestimate the true worth of successful RIA

In this episode, Jamie Shilanski is shedding light on business structuring and long-term planning strategies. She explains why selecting the right legal entity is crucial for maximizing tax benefits a