In this episode, Matt and Micah are sharing a secret of successful financial advisors: effective business planning. They challenge listeners to take a hard look at where they stand and where they're headed, arguing that this clarity is the compass for any successful journey in finance.

Matt and Micah also emphasize aligning your professional goals with your dream lifestyle because what's the point of success if you're not living your best life? They advocate for measuring progress with actionable metrics and creating a game plan that turns lofty ambitions into tangible results. Their message is clear: in the fast-paced world of financial advising, standing still is moving backward.

A Failure to Plan is a Plan to Fail [Episode 281]

Resources in today's episode:

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

In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value add strategies during surge periods.

Monday's episode featured a face-off between Matt and guest Isaiah Douglass from Swan Bitcoin, moderated by David Decelle from Model FA. The debate centered on Bitcoin's role in investment portfolios, with Matt expressing skepticism about its utility beyond gambling and criminal activity. In contrast, Isaiah passionately argued for Bitcoin's potential as a transformative technology in human history.

Thursday's encore episode featured Jamie's insights on implementing value adds during surge periods and optimizing post-surge activities. Jamie stressed the importance of planning value adds a year in advance, rotating them every few years to accommodate changing client needs. Post-surge activities include thorough debriefs, analyzing trends in client questions, and fostering team collaboration.

Resources in today's episode:

- Episode Website
- The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]
- Encore Episode: Managing Value Adds In Surge

In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency. She delves into the importance of well-crafted value adds, encouraging advisors to refresh these offerings regularly to maintain their impact. The discussion also highlights the benefits of post-surge debriefs as opportunities to identify areas for improvement and foster a culture of continuous growth. She illuminates the power of effective communication and the value of truly understanding client assets, showing how these skills can uncover new opportunities.

Encore Episode: Managing Value Adds In Surge