In this episode, Matthew Jarvis and Micah Shilanski break down the preparation and conversations behind productive client meetings. They explain why rehearsing a consistent meeting format helps advisors stay focused on the client while delivering personalized advice. From reviewing communication history and completed tasks to practicing with the actual reports and technology, they share what needs to happen before the client arrives. Matthew and Micah then walk through the opening minutes of a meeting: greeting clients, asking about their concerns, listening without rushing, and agreeing on an agenda. They also explore how repeating clear messages about cash flow, guardrails, and retirement goals shapes client expectations and keeps conversations focused on what matters.

Exactly What to Say in Client Meetings [Episode 367]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Get the Surge Toolkit
- Learn More about our Coaching Programs

In this episode, Matthew Jarvis welcomes Max Holvik of The Advisor's CFO to explore how financial advisors can better understand and manage the business behind their practice. Max explains how fractional CFO support helps growing firms connect their financials to future goals, build useful dashboards, and prepare for acquisitions or an eventual exit. They discuss why revenue alone does not reveal client profitability and how tracking service activity and team time can expose hidden costs. The conversation also covers internal controls, staffing capacity, and the challenges of serving clients who no longer fit the firm's strategy. Max shares why better data and an objective sounding board can help owners make clearer decisions about growth, pricing, and service.

Understanding Client Profitability With Max Holvik

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Max Holvik: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Matthew Jarvis welcomes Michael Joyce from Calamos Investments to discuss how advisors can stand out by delivering practical, personalized value. Michael shares how he moved beyond product pitches and entertainment to become a resource for advisors, drawing on books, business coaching, and conversations with top producers. He breaks down his book-gifting approach, pairing a handwritten note with a specific page recommendation that connects to the recipient's life or business. The conversation explores why consistent follow-up matters more than a single gesture, how wholesalers can share useful practice-building ideas, and how weekly accountability and intentional habits help turn good intentions into action.

Standing Out Through Personalized Value With Michael Joyce

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Michael Joyce: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Matthew Jarvis and Micah Shilanski challenge the belief that delivering more value to clients requires spending more time in the office. They explore how fear of rejection keeps advisors busy with planning software and generic advice instead of doing the work that makes a difference. Through surge meetings and personalized value adds, including beneficiary reviews, they explain how repeatable systems help advisors deliver financial planning at scale. The conversation introduces a three-part test for practice decisions: benefit the client, support the team, and improve life for the advisor. Matthew and Micah also share how focused planning seasons create clearer expectations, more consistent service, and greater confidence when stepping away from the office.

Stop Playing Office and Start Delivering Value [Episode 366]

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Get the Surge Toolkit
- Learn More about our Coaching Programs

In this episode, Matthew welcomes back Michael Belluomini and Liam Heffernan from Carson to discuss what it takes to prepare for a practice sale or partnership. They explain the time commitment, the importance of clean financial data, and how a banker can help advisors navigate the process without losing focus on growth. The conversation also covers the emotional side of selling, questions to ask advisors who have already made the transition, and what buyers look for beyond the numbers. Michael and Liam emphasize that strong teams, documented organic growth, and cultural fit matter more than chasing headline multiples.

Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Michael Belluomini: Website | LinkedIn
- Liam Heffernan: Website | LinkedIn
- Explore a partnership with Carson
- Learn More about our Coaching Programs

In this episode of the TPR podcast, Matthew Jarvis and Brian Smith discuss critical aspects of financial planning, focusing on life expectancy, longevity, and the importance of value-added strategies for advisors. They explore how to educate clients on longevity, navigate old insurance products, and identify strong insurance solutions. The conversation emphasizes the integration of guaranteed income with AUM strategies to enhance client financial security.

Understanding Life Expectancy and Longevity With Brian

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Brian Smith: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Matthew welcomes back Ted Jenkin to discuss the current landscape of financial advisory deals, the importance of professional guidance in selling practices, and effective marketing strategies for advisors. Ted shares insights on minority deals, the significance of time and money investment in marketing, and his journey to media appearances. The conversation also touches on the future of the financial advisory industry and the need for advisors to adapt to changing market conditions.

The Importance of Professional Guidance in Selling Practices With Ted Jenkin

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Ted Jenkin: LinkedIn | Website
- Get your practice valuation HERE
- Learn More about our Coaching Programs

In this episode, the hosts delve into the controversial topic of tax loss harvesting in financial advisory. They discuss the implications of this strategy, the importance of delivering real value to clients, and the influence of custodians on trading behavior. The conversation emphasizes the need for advisors to focus on controllable factors that align with client goals, while also managing client expectations regarding taxes. The hosts provide actionable insights for advisors to enhance their practices and empower their clients with knowledge about tax management.

The Truth About Tax Loss Harvesting [Episode 365]

Resources in today's episode:

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