Beste Bhag podcaster (2024)

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From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition 7:50

3d ago7:50

7:50

In this recap episode, Amber is covering this week’s highlights. On Monday, Matt and Micah explored the stark differences between advisors who smash their Big Hairy Audacious Goals (BHAGs) and those who remain stuck. Both groups start with excitement, but only those who embrace hard work and stick to a rigorous process succeed. The importance of ha…

1
What's Your 2025 BHAG? (461) 4:41

14d ago4:41

4:41

You might be doing all the right things with your content creation...but do you have your goals in order? Let's take a page from Jim Collins and review our BHAGs. ------- Like this episode? SUBSCRIBE on Apple, Spotify or Google. See all Content Inc episodes at the Content Inc. podcast home. Get my personal newsletter today and receive my free goal-…

1
I'm Never Going Back to Graceland (463) 7:35

7h ago7:35

7:35

You can have the best product in the world, but if it's wrapped in horrible content or worse yet, nothing memorable, what's the point? My friend and I toured Graceland, the home of the King, and learned an incredibly valuable lesson. ------- Like this episode? SUBSCRIBE on Apple, Spotify or Google. See all Content Inc episodes at the Content Inc. p…

1
Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274] 27:29

8h ago27:29

27:29

In this episode of The Perfect RIA podcast, Matthew Jarvis and Duff Tucker, Account Services Manager for Belay, discuss the often-overlooked world of bookkeeping for small businesses. Their conversation sheds light on common misconceptions and the genuine value of professional bookkeeping services. Duff emphasizes the importance of business owners …

1
Fire Them Already! 42:04

4d ago42:04

42:04

In this conversation, Jamie Shilanski discusses the role of intuition in decision-making as business owners. She explains the two types of intuition: deductive reasoning and inductive reasoning, making it clear why listening to your gut is more than just a cliché. Jamie dishes on the workplace drama that is toxicity and its soul-sucking effect on t…

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Thinking (and Acting) Like a Millionaire (462) 5:38

7d ago5:38

5:38

If you want to be financially independent, the formula is actually quite easy. It's just that 99 percent of Americans don't follow the plan. Make sure you do. ------- Like this episode? SUBSCRIBE on Apple, Spotify or Google. See all Content Inc episodes at the Content Inc. podcast home. Get my personal newsletter today and receive my free goal-sett…

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Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273] 22:06

7d ago22:06

22:06

Matt and Micah are breaking down the difference between actual goals and mere fantasies. Why do some financial advisors hit their big hairy audacious goals (BHAGs) while others just daydream? Spoiler: hard work, self-awareness, and a hefty dose of accountability. They emphasize that achieving real goals, unlike fantasies, requires the willingness t…

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The Value Equation: Enhancing Client Experiences and Advisor Self-Worth 8:02

10d ago8:02

8:02

In this week’s recap episode, Amber first revisits Monday's show featuring Dan Murphy from Commonwealth, who shared valuable perspectives on fostering transformational growth and delivering exceptional value in today's evolving advisory landscape. Dan introduces the intriguing concept of the "experience economy" and offers practical strategies for …

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Mindset Mastery: Overcoming Barriers to Charging Premium Fees 37:43

11d ago37:43

37:43

Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash—those nagging doubts and fears that keep advisors from showcasing their true worth. Jamie shares how delivering knock-your-socks-off client experiences isn't just good service—it's a marketing tactic. Jamie discusses the stages of an advisor's career—f…

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Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] 27:55

14d ago27:55

27:55

In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning. Gone are the days of product-pushing and binder-heavy financial plans; welcome to the era of experience-driven advisory! Dan walks through the "Experience Economy," revealing how advisors can…

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Your True North and Building a Legacy Practice 7:36

17d ago7:36

7:36

In this episode, Amber recaps two insightful discussions into the heart of success for financial advisors. Monday's conversation featured Dr. Andy Garrett, a licensed clinical psychologist, who joined Matt to explore the often-overlooked internal aspects of achievement. Dr. Andy shared his expertise on reconnecting individuals with their core value…

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Building an Enterprise Office 26:19

18d ago26:19

26:19

In this episode, Jamie Shilanski unveils a roadmap to success for financial advisors aiming to scale their practices. She outlines three crucial stages every advisor must navigate to achieve long-term growth and build a lasting legacy in the financial services industry. The journey begins with the growth stage, where advisors focus on turbocharging…

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Senator Andrew Bragg unpacks the home ownership inquiry 15:31

19d ago15:31

15:31

EXCLUSIVE: Liberal senator Andrew Bragg sits down with Momentum Media's mortgages brand, The Adviser to reveal what the new home ownership inquiry will look at and why he wants to hear from the broking industry most. In this episode of In Focus, host Annie Kane catches up with the chair of the Senate economics references committee to discuss: The b…

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Do What NSYNC Just Did (460) 4:18

21d ago4:18

4:18

NSYNC's "Bye Bye Bye" is blowing up the Top 100 charts again...and this after 25 years. You might not think so, but their little content play with Deadpool and Wolverine can work for you too. ------- Like this episode? SUBSCRIBE on Apple, Spotify or Google. See all Content Inc episodes at the Content Inc. podcast home. Get my personal newsletter to…

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True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271] 35:10

21d ago35:10

35:10

Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions with core values. Together, they unpack the psychology behind success, offering financial advisors a fresh perspective on achieving sustainable growth. Central to their conversation is the concept of di…

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The Power of Personal Growth,Value Adds and Freedom in Your Practice 7:10

24d ago7:10

7:10

In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing impactful value-add strategies, including conducting unclaimed property searches during client meetings and using unique communication methods. Aaron a…

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Will I Ever Experience Freedom as a Business Owner? 29:41

25d ago29:41

29:41

In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's career—a pivotal phase achieved through strategic growth and measurable success. Jamie explores how top-performing advisors leverage their achievements to revolutionize their practices, focusing on three key areas: cultivating discerning client relations…

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How to Write a Crime Novel [Special Episode] (459) 37:53

28d ago37:53

37:53

Writing a crime novel was the most challenging creative and content event of my career. In this special episode, True Crime Reporter's Robert Riggs interviews me about my writing process for "The Will to Die" and how it was different from business writing. Subscribe to Robert's True Crime Reporter here. Get more information about Orange Effect Foun…

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The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270] 31:24

28d ago31:24

31:24

In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aaron shares a deceptively simple yet powerful strategy for adding exceptional value to client relationships, demonstrating how uncomplicated approaches can dramatically enhance client satisfaction and …

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From Invisible to Invaluable: Your Marketing Efforts and Growth Strategies 8:22

1M ago8:22

8:22

In this recap, Amber’s highlighting this week’s focus on marketing and growth. On Monday, Matt and Micah challenged the notion that flashy websites and graphics are the key to success. Instead, they emphasized the importance of substance and authenticity in marketing efforts. Learn why committing to a well-thought-out strategy for at least a year c…

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How to Grow Your Practice 30:12

1M ago30:12

30:12

In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level. Jamie emphasizes that the foundation of a thriving practice lies in the growth stage, where effective communication and strategic marketing take center stage. Fin…

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3 Must-Do Book Launch Strategies (458) 7:25

1M ago7:25

7:25

There are three key strategies you need to employ if you want a successful book launch, and each one happens WAY before you ever publish the book itself. ------- Like this episode? SUBSCRIBE on Apple, Spotify or Google. See all Content Inc episodes at the Content Inc. podcast home. Get my personal newsletter today and receive my free goal-setting g…

1
Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269] 24:06

1M ago24:06

24:06

In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes aren't enough to grow your practice – it's all about delivering real value and mastering the art of communication with prospects. They emphasize the importance of answering prospects' burning questio…

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Will Australia’s $10.8tn residential market continue its climb? 26:22

1M ago26:22

26:22

Will the RBA change the cash rate? Will a cooling rental market make a dent in the crisis? What does our changing labour market mean for property? Eliza Owen, the head of Australian research at CoreLogic, answers all your burning property market questions on this episode of The Smart Property Investment Show. Sitting down with Grace Ormsby to refle…

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Seamlessly Integrating Estate Planning and Building Client Trust 5:31

1M ago5:31

5:31

In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planning tool can help advisors provide more value to clients. The platform allows advisors to maintain a "quarterback" position in estate planning discussio…

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The benefits of BHAGs (big, hairy, audacious goals) 43:33

1M ago43:33

43:33

Running a growing business for three decades is no mean feat, especially in an industry that has seen as much change as real estate. The founder and CEO of Melbourne Real Estate (MRE), Pete Hooymans, sits down with Grace Ormsby on this episode of Secrets of the Top 100 Agents, to reflect on 30 years in business and the importance of “giving a shit”…

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The Power of Authority - Why We Follow Experts 18:48

1M ago18:48

18:48

Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estate planning, she offers expert insights that every financial advisor should consider. The episode unpacks the powerful 'authority principle,' revealing how perceived authority and trust can make or bre…

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Insights on the UK and Australian financial advice landscape 39:53

1M ago39:53

39:53

In this episode of Momentum Media's The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to take a look at the similarities and differences between the UK and Australian financial advice sectors – and what each can learn from one another. Beaven, who has worked in advice businesses across both countries, e…

1
James Patterson Writing Tips (457) 4:18

1M ago4:18

4:18

James Patterson is one of the most successful novelists of all time. I had the opportunity to spend an hour with him and Mike Lupica this week and received a number of takeaways and writing tips. Here they are. ------- Like this episode? SUBSCRIBE on Apple, Spotify or Google. See all Content Inc episodes at the Content Inc. podcast home. Get my per…

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Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268] 25:38

1M ago25:38

25:38

In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning. Matt and Danny dive into estate planning as a crucial yet often overlooked area where financial advisors can provide immense value to their clients. They discus…

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What Makes a Portfolio Successful and the Rule of Two 8:15

2M ago8:15

8:15

In this week's insightful recap, Amber shares key takeaways. Monday's episode features Matt and Micah tackling an intriguing question: Are financial advisors overly focused on investments due to difficulties providing value in other areas? They challenge the traditional mindset, suggesting that true success lies not in beating the market, but in cr…

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Why Advisors Lose Clients 35:08

2M ago35:08

35:08

In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility c…

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What Is Your Worthy Cause Right Now? (456) 4:48

2M ago4:48

4:48

Entrepreneur and content creator Marcus Sheridan says the most important thing we can do with our content businesses (and our lives) is to find the simple purpose behind what we do. Connect with Marcus Sheridan on LinkedIn here. Get the audiobook for The Content Entrepreneur here. ------- Like this episode? SUBSCRIBE on Apple, Spotify or Google. Se…

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All Investment Management is Playing Office [Episode 267] 30:16

2M ago30:16

30:16

Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial guidance. They emphasize the crucial role of effective communication between advisors and clients and they introduce innovative frameworks like the f…

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Dodging IRA Disasters and Fostering Team Synergy 8:29

2M ago8:29

8:29

In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and tax planning strategies. They emphasized the importance of careful handling of rollovers, understanding the 60-day rule, and annual review of clients' tax returns. On Thursday, Jamie focused on…

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Employees: Following Up or Nagging? Is There a Difference? 36:57

2M ago36:57

36:57

In this episode, Jamie Shilanski shares the weapon that top-performing financial advisors use to skyrocket their productivity: strategic delegation. Discover why hiring the right support staff is crucial for advisors looking to focus on high-value tasks and grow their business exponentially. Communication takes center stage as Jamie emphasizes the …

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What's Important Enough to Change? (455) 6:53

2M ago6:53

6:53

In this more personal episode, Joe talks about organizing his family renunion and how it took a change of behavior to make it happen. He thinks you'll relate. ------- Like this episode? SUBSCRIBE on Apple, Spotify or Google. See all Content Inc episodes at the Content Inc. podcast home. Get my personal newsletter today and receive my free goal-sett…

1
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266] 28:35

2M ago28:35

28:35

In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to navigate IRA rollovers without wiping out your client's retirement dreams. Learn why treating your client's IRA like a personal piggy bank is a recipe fo…

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Understanding Annuities and the Characteristics of Successful Leaders 6:45

2M ago6:45

6:45

In this Follow-up Friday episode, host Amber recaps key takeaways from this week’s episodes. Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of mastering annuity fundamentals. Tracy encourages advisors to prioritize client needs over commissions and thoroughly analyze scenarios, demonstrating h…

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How to Achieve Success in 2 Steps 40:02

2M ago40:02

40:02

In this episode, Jamie Shilanski reveals two crucial traits of successful financial advisors: optimism and grit. She debunks the myth that success comes from innate talent, instead emphasizing the power of a winning mindset. Jamie explains that true optimism in leadership goes beyond positivity and involves strategic goal-setting and actionable pla…

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Your Newsletter Is Too Important (454) 5:20

2M ago5:20

5:20

Most of us aren't taking our newsletter seriously enough. Here are four things that can take your newsletter to the next level. ------- Like this episode? SUBSCRIBE on Apple, Spotify or Google. See all Content Inc episodes at the Content Inc. podcast home. Get my personal newsletter today and receive my free goal-setting guide today.…

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