Best Office of Vocations Podcasts (2024)

1
Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility 7:32

2h ago7:32

7:32

In this recap episode, we’re revisiting the highlights from this week on delegation and the role your job plays in your life. Lisa Zeeveld from BELAY joined Matt to share invaluable wisdom on how leveraging virtual assistants and bookkeepers can create a profound sense of peace of mind, enabling advisors to focus on their core genius. Lisa highligh…

1
Your Vocation Should Pay For Your Avocations 25:30

24h ago25:30

25:30

Jamie Shilanski challenges the conventional wisdom that our jobs should be the sole source of fulfillment and happiness. Instead, she advocates for a mindset shift: Treat your vocation as a means to fund your avocations, your true passions, and your adventures in life. Too often, young financial advisors fall into the trap of expecting their career…

1
Matthew Frumin Talks Out-of-School Time and How to Budget for Schools 43:35

1d ago43:35

43:35

In his latest Hearing the Council video interview, Ward 3 Councilmember Matthew Frumin emphasizes the importance of out-of-school time to District youth. He discusses the legislation he introduced on the topic, its prognosis, and how even just the increased attention he has brought to the topic has moved the needle administratively. We also talk ab…

1
007 Healthy Habits 53:56

6d ago53:56

53:56

Building healthy habits will greatly enhance our own health and our ability to “serve one another humbly in love.” Our habits greatly influence our character, our resilience, and the energy that we bring to our service to others. NOW is the best time to develop a Keystone Habit for lives of service! This “Habits 101” session will provide vital insi…

1
The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262] 32:38

4d ago32:38

32:38

Lisa Zeeveld from BELAY joins Matt to explore the game-changing power of delegation for financial advisors. Lisa dives deep into how skillfully delegating tasks can revolutionize your business, freeing up precious time and mental bandwidth to focus on what truly matters. Shatter the myth that delegation means dumping unpleasant chores. Instead, Lis…

1
Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice 8:10

7d ago8:10

8:10

Amber takes you behind the scenes to recap the strategies for financial advisors to attract and retain high-net-worth clients, as well as mastering the art of marketing. First, Paul Saganey joined Matt to unveil the intricate "complexity curve" that separates elite advisors from the rest. Discover why building a team of experts is the ultimate key …

1
Marketing. What Works For Financial Advisors? 31:48

8d ago31:48

31:48

Jamie unveils the secrets to crafting a winning marketing strategy that drives real results. Forget one-size-fits-all approaches – the key to success lies in committing to a plan that aligns with your unique strengths and preferences. Jamie breaks down the most effective marketing channels for financial advisors, from mastering the art of website o…

1
Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261] 28:13

11d ago28:13

28:13

Matthew Jarvis sits down with Paul Saganey, the visionary founder of Integrated Partners. They dive into the "Complexity Curve" – the unique challenges financial advisors face when serving high-net-worth clients with multifaceted financial portfolios. Saganey's profound insights shed light on the necessity for advisors to evolve and ascend the comp…

1
Kayla Wedl: Small girl on a Big Stage 44:02

13d ago44:02

44:02

Naysayers: Kayla, you're too short. You're too small. You can't play softball on an elite level. Kayla: Hold my Gatorade. Small of stature, Kayla Wedl has proven herself in a spectacular way on the biggest of softball stages, including a stellar career at the University of Illinois-Chicago and now as a professional softball player for The New York …

1
Maximizing Valuations and Smart Business Planning 6:53

14d ago6:53

6:53

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 practices. He emphasized the power of leveraging the open marketplace, where multiples can soar as high as 14 to 17 times cash flow for larger firms. …

1
How Your LLC Fails 29:02

15d ago29:02

29:02

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 and prepping your exit strategy. Jamie also breaks down the risks of mixing personal and business assets, a no-no that can pierce your corporate veil. …

1
Identifying Your Niche 28:39

18d ago28:39

28:39

In this episode of The Collective Podcast, Shane and Kyle are breaking down the power of niche marketing and how it can skyrocket your business. They're sharing real stories of how niching down leads to massive success and dropping practical tips on identifying your niche by focusing on the problem, the person, and the place. Plus, they're diving i…

1
006 From Pastor's Kid to Police Officer 57:12

19d ago57:12

57:12

At some point in their lives, Christians may struggle to see their role as the hands and feet of Jesus. While called workers such as pastors and teachers may have a more clearly defined purpose, it may be more difficult for others to see how their occupations and skills may fit into that role. During this breakout session the presenter, Jeff Engelb…

1
Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260] 27:32

18d ago27:32

27:32

In this episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common misconceptions and the stark difference between a valuation and the actual market price a business can command. Ted also discusses his wisdom on the critical factors that shape practice valuations…

1
Overcoming Head Trash and Building Lucrative CPA Relationships 9:25

21d ago9:25

9:25

In this recap episode, Amber shared strategies for financial advisors to conquer their insecurities and build a referral-generating powerhouse through strategic partnerships with CPAs. On Monday, Matt and Steven reveal their proven approach to breaking down the 'COI' barrier, delivering value that tax professionals can't ignore. Their secret? Embra…

1
Encore Episode: Dealing with Head Trash 35:41

22d ago35:41

35:41

Jamie Shilanski tackles the all-too-common insecurities that hold financial advisors back from reaching their full potential. With candor and wisdom, she dives into the realm of "head trash" – those nagging doubts, feelings of unworthiness, and self-sabotaging thoughts that can cripple even the most talented professionals. Jamie shares battle-teste…

1
VA Home Loans: Myths and Truths 17:38

25d ago17:38

17:38

In this episode of The Collective Podcast, host Kyle Draper welcomes Jason Stier, a top VA loan originator and educator from Envoy Mortgage. They tackle why realtors and lenders see VA home loans so differently and why it's crucial to spread the word about this awesome benefit for veterans. Tune in for some eye-opening insights and real talk on how…

1
Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259] 30:54

25d ago30:54

30:54

Matthew Jarvis is joined by Steven Jarvis, CPA, from Retirement Tax Servies to lift the veil on the challenges financial advisors face when seeking referrals from CPAs – a pivotal Center of Influence (COI). This episode is a candid exploration of the risks and hurdles CPAs grapple with before referring clients to financial advisors, including the p…

1
It’s All About That Prospect: Being Intentional and Gathering Information 8:18

28d ago8:18

8:18

In this recap episode, Amber shares strategies from Matt and Micah to help financial advisors laser-focus their efforts on landing more prospects. Discover why intentionality and proven systems are game-changers in the art of prospecting. She breaks down the different prospecting channels every advisor needs to master, from leveraging referrals and…

1
Encore Episode: New Client Onboarding - What Information New Prospects and Clients Provide 41:01

29d ago41:01

41:01

Are You Struggling to Convert Promising Prospects into Loyal Clients? In this Encore Worlds to Conquer episode, Jamie Shilanski reveals the secret to converting prospects into loyal clients for financial advisors. She masterfully breaks down the art of onboarding, emphasizing the importance of gathering comprehensive financial documents from prospe…

1
005 The Importance of Christian Mentoring 1:06:21

1M ago1:06:21

1:06:21

Helping people find their identity in Christ through Christian mentoring.By Men of His Word

1
What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258] 30:42

1M ago30:42

30:42

Craving a six-pack of clients? In this power-packed episode, experts Matt and Micah reveal the jaw-dropping parallels between sculpting a shredded midsection and mastering the art of prospecting for financial advisors. They’re shattering myths and demolishing excuses, proving that intentional, gut-busting work is the only path to prospecting prowes…

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

1M 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

1M 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
Empower Your Business with Virtual Assistants 25:18

1M ago25:18

25:18

In this episode of The Collective Podcast, hosts Shane and Kyle, joined by special guest Justin Brough, an originator and key figure at Cyberbacker, discuss the practical applications and benefits of utilizing virtual assistants in business operations. They share their personal experiences, insights, and tips for effectively leveraging VAs to enhan…

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

1M 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
Attracting the Right Audience 30:08

1M ago30:08

30:08

In this episode of The Collective Podcast, Shane and Kyle, along with special guest Dan Smokoska, explore effective LinkedIn strategies for content creation and engagement. Dan shares his unique point system for meaningful online interactions and the importance of a well-crafted LinkedIn profile. 03:25 - The Power of Engaging on LinkedIn 06:47 - In…

1
Enhancing Client Communication and Interactions 6:52

1M 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

1M 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
Can You PLAN For Happiness? Yes, you can. 36:03

1M ago36:03

36:03

Genesis Hey Krick You don't have to resign yourself to an unfulfilled life, a life of despair with no sense of purpose. There are tools available to give structure and meaning to your journey. Genesis Hey Krick is a life coach, author, and motivational speaker who gives practical advice on how to examine where you are and how to pivot towards a mor…

1
The Pilot Episode 30:31

2M ago30:31

30:31

In this first episode of The Collective Podcast, Shane, Sean, and Kyle get real about why it’s key to be yourself everywhere—yes, even on social media. They talk about using social platforms not just to share, but to build genuine business connections. Listen in as they share personal experiences and give some straightforward advice on keeping it r…

1
004 Built to Serve as God’s Manager 59:16

2M ago59:16

59:16

We hear the term "stewardship," but often assume it only addresses only our financial offerings. However, God, the Owner of all things, provides us with many gifts that he asks us to manage, including our time and our abilities, as well as our financial blessings. We are tasked with using all of them in service to the Owner, who provides Scriptural…

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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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
003 Built to Help Those who Grieve 54:34

2M ago54:34

54:34

Everyone faces griefs in their life, some mild and some severe. Many struggle with what to say to those who grieve. This session will help participants understand the heart of the grieving and apply God's comfort in ways that hurting people can appreciate.By Men of His Word

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

2M 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

2M 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

2M 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
Tech Tactics for Scaling Your Marketing 34:15

2M ago34:15

34:15

In this episode of the Next Level Podcast, Shane, Sean and Kyle dive into the exhilarating world of sales and marketing with special guest Darin Rhodes. Discover how the right strategies, paired with effective technology use, can transform your approach to CRM and lead generation! 04:23- The Need for Execution and Strategy in Marketing 10:42 - Appl…

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

2M 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

2M 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
Robert White Talks Public Safety via Vocational Education, Youth Mentorship, and Truancy Reduction 30:41

2M ago30:41

30:41

In his latest Hearing the Council video interview, At-Large Councilmember Robert White discusses three youth crime prevention bills he recently introduced: his Vocational Education for a New Generation Act, his Youth Mentorship through Community Engagement Act, and his Truancy Reduction for Student Success Act. Through analysis of vocational educat…

1
How To Take A Hit 35:27

2M 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
Zachary Parker Talks “Water is Life,” Youth Fair Wages, and Environmental Justice 32:38

2M ago32:38

32:38

In his latest Hearing the Council video interview, Ward 5 Councilmember Zachary Parker discusses three bills he introduced. His “Water is Life” bill would prevent residential water service shutoffs for nonpayment and facilitate access by tenants to programs meant to help avoiding such shutoffs. His Pay Our Youth a Fair Wage bill would increase wage…

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

2M 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
Are you thriving or simply surviving? 32:04

3M ago32:04

32:04

Do you wake up with joy and excitement as you contemplate the day ahead of you, or would you describe your life as stagnant? Are you running on a hamster wheel and feeling trapped? Are you being called to do a little bit more? Are you simply surviving? Or are you thriving? Are you, as stated in the title to a Garth Brooks hit song, “Standing Outsid…

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Office Of Vocations Podcasts

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