In this episode, Micah and Matthew discuss the critical role of content creation for financial advisors. They emphasize that all advisors produce content, but the best ones have systems in place to utilize it effectively. The conversation covers the importance of internal training, overcoming barriers to content creation, and the necessity of consistency and iteration in building a content library. They also highlight the significance of engaging with clients through content and provide actionable steps for new advisors to start creating their own content.

Why Every Advisor Needs to Create Content [Episode 348]

Resources in today's episode:

Resources

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode of the TPR podcast, Matthew interviews Brian Hanks, founder of Dental Buyer Advocates and author of multiple books on dental practice acquisition. They discuss the unique challenges faced by new dentists, the importance of transparency during business transitions, and the ethical responsibilities of business owners. Brian shares insights from his experience in helping dentists navigate the complexities of buying practices, emphasizing the need for honesty with staff and the value of sharing knowledge through writing. The conversation also touches on the discipline required to succeed in business and the personal growth that comes from overcoming challenges.

The Ethics of Business Transitions With Brian Hanks

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Brian Hanks: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Micah and Matt discuss the intricacies of pricing strategies in financial planning. They emphasize the importance of discipline in maintaining effective fee conversations, the significance of anchoring fees for client understanding, and the need to focus on value rather than just price. The hosts also explore how to educate clients about pricing and the timing of price discussions during the client relationship process. In this conversation, Micah Shilanski and Jarvis discuss the importance of addressing client concerns, particularly around pricing and fees, with integrity and confidence. They emphasize the need for financial advisors to practice their fee conversations, ensuring they can communicate their value effectively. The discussion also highlights the significance of maintaining client trust by addressing all questions and concerns during meetings, and the necessity of continuous improvement in communication skills.

The Best Fee Script Ever [Episode 347]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Matthew Jarvis and John Poole discuss the current trends in the financial advisory industry, particularly focusing on valuations and liquidity events. They explore the implications of market changes, the importance of preparing practices for potential sales, and the impact of personal health on business valuations. The conversation also addresses concerns about client interests during liquidity events and highlights the significance of due diligence in acquisitions. John shares insights on red flags to watch for in potential buyers and emphasizes the need for advisors to be proactive in understanding their practice's value.

Understanding Valuation Trends in Today's Market With John Poole

Resources in today's episode:

Resources

- Matt Jarvis: Website | LinkedIn
- John Poole: Website | LinkedIn
- Get your practice valuation here
- Learn More about our Coaching Programs

In this episode, Micah Shilanski and Brian Smith discuss the challenges of income planning for retirement, emphasizing the importance of understanding life expectancy versus longevity, the impact of Monte Carlo analysis, and the role of fixed income products like annuities. They explore how to balance risk and income, the significance of effective communication with clients, and the potential downsides of annuities. The conversation also touches on cap rates and their implications, as well as leveraging annuities for long-term care planning. The episode concludes with actionable insights for financial advisors.

The Longevity Factor in Retirement With Brian Smith

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Brian Smith: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Micah and MAtt discuss the critical importance of time management in client meetings for financial advisors. They explore how running over time can reflect a lack of integrity and respect for clients' schedules. The conversation delves into strategies for managing talkative clients, the value of high-level discussions, and the necessity of having conviction in client meetings. Practical tips for improving meeting efficiency, such as sending agendas in advance and setting clear expectations, are also shared, culminating in actionable insights for advisors to enhance their client interactions.

The Integrity of Meeting Timeliness [Episode 346]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode of the TPR podcast, Matthew Jarvis and Shelby Nicholl discuss the complexities and considerations involved in transitioning to a Registered Investment Advisor (RIA) model. They explore the realistic timeframes for making the move, the importance of due diligence, and the various options available, including RIA platforms. Shelby emphasizes the significance of proper messaging and client retention during the transition, as well as the necessity of compliance and the benefits of hiring a compliance consultant. The conversation also highlights the RIA Launch Accelerator program, designed to assist advisors in navigating the transition process effectively.

Client Retention Strategies With Shelby Nicholl [Episode 345]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Shelby Nichol: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode of the TPR podcast, Matthew Jarvis interviews Joe Curry, a financial advisor specializing in retirement planning. Joseph shares his journey of growth, the importance of niche marketing, and the commitment to consistent content creation through his podcast. He discusses the challenges of transitioning clients, implementing efficient systems, and learning from mistakes. Joe emphasizes the significance of having a clear focus and the impact of accountability in achieving success in the financial advisory space.

The Power of Niche With Joe Curry

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Joe Curry: Website | LinkedIn
- Learn More about our Coaching Programs