Best Growmypractice Podcasts (2024)

1
Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes 7:47

2h ago7:47

7:47

In this recap episode, Amber shares insights to help financial advisors in their hiring strategy and streamline their client onboarding process to set the stage for a rewarding advisory relationship. On Monday's episode, Matt and Claire Myers Vitale dove into compensation and team-building strategies tailored for financial advisors. They emphasized…

1
Encore Episode: Client Onboarding - Creating A Solid Foundation 34:40

5h ago34:40

34:40

In this Encore episode of Worlds to Conquer, Jamie Shilanski unveils the game-changing strategies that will revolutionize how you set expectations and deliver massive value during the critical client onboarding phase. She shared her firm's dynamic approach to crafting unforgettable first impressions that lay the foundation for long-lasting, trust-b…

1
Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257] 30:33

2h ago30:33

30:33

In this episode, Matthew Jarvis and Claire Myers Vitale, the hiring guru from Claire Myers Consultation, unveil the secrets to assembling a high-performing team. They dive into the art of hiring and share invaluable strategies to attract top talent and create a powerhouse advisory firm. Hiring the right people is a game-changer, but it's easier sai…

1
Enhancing Client Communication and Interactions 6:52

37m ago6:52

6:52

In this Follow-up Friday episode, Amber recaps the week's insights into client experience, communication, and process optimization for financial advisors. The episode dives into client communication strategies. Micah's script for explaining the path to success underscores the significance of credibility and leveraging client references to build tru…

1
The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters 29:49

3h ago29:49

29:49

In this Worlds to Conquer episode, Jamie discusses the pivotal role of client experience in financial advising. She underscores the necessity of building from the ground up and encourages advisors to immerse themselves in the client's journey to truly understand their needs and perspectives. Exploring parallels with other industries like constructi…

1
Bad Ways to Answer Clients [Episode 256] 28:51

1h ago28:51

28:51

In this episode of The Perfect RIA, Micah and Matt dive deep into the art of effective client communication for financial advisors. They stress the critical role of intentional communication in delivering tangible value to clients and helping them reach their financial aspirations. Handling tough questions is a key topic, where they underscore the …

1
Crafting Your Investments and Marketing Communication 7:16

4d ago7:16

7:16

Join Amber in this episode of The Perfect RIA as she recaps the week's essential insights for financial advisors. Discover the significance of prioritizing client goals over investments and delegating investment decisions. Streamline your investment review process and communicate effectively with clients. Learn how intentional and focused marketing…

1
When Marketing Works 31:01

4h ago31:01

31:01

Join Jamie in this episode of The Perfect RIA, where she dives deep into the dynamic world of marketing for financial advisors. Discover why keeping the momentum in marketing and content creation is crucial for business planning success. Learn how setting clear objectives and active listening can amplify your marketing efforts. Gain insights into u…

1
How Investments Work With Your Clients [Episode 255] 29:03

4d ago29:03

29:03

Dive into the latest episode of The Perfect RIA podcast, where hosts Matthew Jarvis and Micah Shilanski uncover the crucial role of comprehensive planning for financial advisors. Step away from the typical investment-centered mindset and learn why prioritizing cash flow, risk management, taxes, and income should take the lead. Discover how effectiv…

1
Strategic Client Onboarding and Enhancing Tax-Related Value 7:39

3d ago7:39

7:39

In this Follow-Up Friday episode, Amber is recapping this week’s highlights and action items, focusing on optimizing client meetings, communication, and value-driven planning. Matt and Michael stressed the significance of a structured client onboarding process, detailing its pivotal role in ensuring success for both advisors and clients while also …

1
Creating Value Adds from the Tax Return 30:25

4d ago30:25

30:25

In this episode, Jamie shares invaluable insights for navigating the complexities of tax season while delivering unparalleled value to clients. Advocating for the strategic utilization of surge periods, she emphasizes the importance of dedicated time blocks for meeting clients and ensuring their needs are met comprehensively, alongside prioritizing…

1
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254] 22:07

26d ago22:07

22:07

In this Masterclass sneak peek episode, Matt and Micah unveil their masterful approach to client onboarding, offering a glimpse into their proven strategies. They underscore the significance of structured processes and transparent communication in fostering client trust and satisfaction. Micah delineates his method, which involves distinct meetings…

1
How Relationships Fuel Growth and The Role of Accountability 7:22

10d ago7:22

7:22

In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the concept of the ambition gap, and how entrepreneurs can integrate their spouse into their business. She’s also recapping Jamie’s episode on the importance of radical candor and accountability i…

1
How Are You Accountable When You Make a Client Mistake? 27:34

18d ago27:34

27:34

In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of acc…

1
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253] 22:28

25d ago22:28

22:28

In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life balance and nurturing their relationships. Kelly shares her personal experiences as an entrepreneur and partner, highlighting the importance of play and shared activities in strengthening relationship…

1
Upgrade Opportunities and Lessons in Criticism 8:43

25d ago8:43

8:43

In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The conversation then shifts to the value that advisors provide and…

1
How To Take A Hit 35:27

19d ago35:27

35:27

In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let criticism go. Jamie also explores the impact of online public reviews and the vulnerability that comes with success. She shares personal experiences w…

1
Upgrade, Graduate, or Just Keep Playing Office [Episode 252] 27:40

22d ago27:40

27:40

In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run through the challenges of segmenting clients and the potential pitfalls of doing so. Listen in as t…

1
Communicating Through Uncertainty and Filtering Advice 7:07

25d ago7:07

7:07

In this episode, Amber recaps this week’s highlights. She reminds us why critical thinking and pushback are important in the financial industry and why advisors need to question traditional practices and ensure that they deliver value to clients. There’s a balance between providing certainty and acknowledging the market's uncertainty. Amber also re…

1
You Can’t Say That! 26:23

1M ago26:23

26:23

In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking knowledge and experience from those who have walked the path before. Jamie shares the story of how The Perfect RIA podcast started and why you need to find others who have the same growth mi…

1
Economic Commentary 25:34

1M ago25:34

25:34

In this episode, Matt and Micah discuss the importance of critical thinking in financial planning and the necessity of being open to challenging discussions within your practice. They advocate for assessing whether your current strategies truly deliver substantial value to your clients and that trying to predict the markets is akin to predicting th…

1
Standout Prospect Meetings and Documentation for the Win 9:19

1M ago9:19

9:19

In this week's recap episode of The Perfect RIA, Amber Kuhn shares the crucial aspect of delivering massive value in prospect meetings and the importance of shifting the focus from the Advisor to the prospect's goals and concerns. Amber emphasizes the need to truly listen to prospects, understanding their unique situations, and tailoring solutions …

1
Not Documented, Not Done 36:57

1M ago36:57

36:57

In this episode, Jamie Shilanski dives deep into the critical role of documentation in the success of any business. Drawing from the experience of Shilanski Associates, Jamie showcases the transformative power of comprehensive CRM systems like Infinity and outlines the SOAP method for effective note-taking. By implementing effective documentation p…

1
Throwback: Show Me The Beef! [Episode 250] 34:07

1M ago34:07

34:07

As an advisor, you get the opportunity to transform someone’s life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. So today, Matthew and Micah dive into what to do in prospect meetings and how to improve the value you add during those meetings. Listen in as the guys discuss some of the common issues th…

1
Relationship Building and Preventing Failures with Surge 7:51

2M ago7:51

7:51

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…

1
How Surge Fails 38:49

2M ago38:49

38:49

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. Sti…

1
Client Relationships And Connections With Guest David Gow [Episode 249] 25:35

2M ago25:35

25:35

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 under…

1
Communicating Roth Conversions and The Best Time for Surge 7:56

2M ago7:56

7:56

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 …

1
The Perfect Surge Dates 31:02

2M ago31:02

31:02

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…

1
Throwback: Roth Conversions [Episode 248] 35:45

2M ago35:45

35:45

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…

1
Genuine Communication and Prospecting Pitfalls 7:55

2M ago7:55

7:55

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 c…

1
When Prospecting Goes Wrong 26:09

2M ago26:09

26:09

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…

1
Communication, Not Sales [Episode 247] 29:40

3M ago29:40

29:40

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…

1
Talent Acquisition and Profitable Prospect Meetings 8:34

3M ago8:34

8:34

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 te…

1
Charging For Prospect Meetings 36:45

3M ago36:45

36:45

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. Sh…

1
Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246] 28:01

3M ago28:01

28:01

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…

1
Prospecting and Pregame Strategies 8:51

3M ago8:51

8:51

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 prospec…

1
Prospecting That Works for Advisors 29:54

3M ago29:54

29:54

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 sh…

1
Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] 21:22

3M ago21:22

21:22

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 …

1
Masterminds and Navigating Nepotism in the Workplace 9:00

3M ago9:00

9:00

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.…

1
Should I Let My Kids Work For Me? 35:36

3M ago35:36

35:36

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 co…

1
The Power of Masterminds with Guest Aaron Walker [Episode 244] 26:32

3M ago26:32

26:32

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 …

1
Crisis Preparedness and Disaster Recovery 9:17

3M ago9:17

9:17

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 p…

1
Sinking Ships 39:02

3M ago39:02

39:02

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 advi…

1
No One Will Fix It For You [Episode 243] 31:52

3M ago31:52

31:52

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 …

1
Navigating the Prospect Process and Employee Compensation Conversations 8:43

4M ago8:43

8:43

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 throug…

1
How To Negotiate Your Pay 50:05

4M ago50:05

50:05

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 traditiona…

1
Creating a Prospect Process that Works with Guest John Barron [Episode 242] 30:01

4M ago30:01

30:01

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 pro…

1
Destructive Alerts and The Art of Employee Firings 10:46

4M ago10:46

10:46

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 ex…

1
How to Fire Someone 49:21

4M ago49:21

49:21

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 transition…

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