Onboarding and Turnover Strategies With Becky Casstevens-Bellury

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

In this episode, Tracy Lownsberry discusses the complexities of annuities, emphasizing the importance of transparency from carriers regarding renewal rates. He differentiates between income-driven and performance-driven annuities, explaining how to educate clients on their options. Tracy shares his marketing strategies for annuity education and the significance of technical knowledge in the financial planning process. In this conversation, Tracy discusses the critical aspects of financial planning, particularly focusing on annuities and the importance of understanding client needs. He emphasizes the distinction between suitability and ethics in financial advice, the necessity of liquidity, and the importance of identifying the specific problems clients face. Tracy also introduces his training program, Annuity Giants, aimed at educating financial advisors. The discussion further explores how to address client concerns regarding annuities and the value of prioritizing time over money in the advisory process. Navigating the Annuity Landscape With Tracy Lownsberry Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Tracy Lownsberry: Website | LinkedIn - www.theannuitygiants.com - Learn More about our Coaching Programs

In this episode of the TPR Podcast, Matt, Liam and Michael discuss the current state of the M&A market, emphasizing its ongoing growth and the evolving criteria for successful transactions. They explore the importance of understanding growth potential, the implications of earnouts, and the significance of cultural fit in M&A decisions. The conversation also highlights the risks associated with equity investments and the importance of being prepared for life after a merger or acquisition. Overall, the episode provides valuable insights for financial advisors considering M&A as a strategy for growth and sustainability. Understanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Liam Heffernan: Website | LinkedIn - Michael Belluomini: Website | LinkedIn - Download the evaluation framework Carson uses to assess RIA growth! - Learn More about our Coaching Programs  

In this episode, the hosts discuss the importance of understanding client needs and objections in the prospecting process. They emphasize creating a welcoming environment for prospects, addressing DIY mentalities, and the significance of building credibility and integrity in client relationships. The conversation highlights the transformative potential of financial guidance and the necessity of ensuring clients feel valued and understood. In this conversation, Micah and Jarvis discuss the importance of building trust with clients through transparent practices such as offering refunds and addressing objections. They emphasize the need for financial advisors to have a clear process for delivering value and to navigate client concerns with integrity. The discussion also highlights the significance of preparation and experience in client meetings, ensuring that advisors can provide meaningful insights and support. Creating Welcoming Spaces for Clients [Episode 364] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

In this episode, Matthew Jarvis interviews Darren Whissen  from Invito Energy Partners, discussing the intricacies of alternative investments, particularly in oil and gas. They explore the importance of compliance in alternative investments, how to effectively communicate with clients about these options, and the strategic advantages that come from understanding and implementing compliance protocols. Darren shares his journey in wealth management, the concept of tax alpha, and the key considerations for advisors when incorporating oil and gas into client portfolios. The conversation emphasizes the need for education and due diligence in navigating the complexities of alternative investments. Compliance is a strength, not a burden With Darren Whissen Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Darren Whissen  Website | LinkedIn - Check Invito Programs - Learn More about our Coaching Programs - The Summit 2026 

When mistakes happen in a financial practice, advisors often panic and accidentally compound the issue. To successfully handle errors, advisors must immediately pause, gather facts, and take full ownership without making excuses. By maintaining proactive client communication and documenting solutions, advisors protect trust and preserve client relationships. Things Will Go Wrong: Now What?  [Episode 363] Resources in today's episode: Resources - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

In this episode of the TPR Podcast, Matthew Jarvis and John Poole discuss the critical factors that determine whether financial advisors should engage in business deals. They explore who should avoid deals, the importance of business growth, the risks associated with client concentration, and the common misconceptions about practice valuation. The conversation emphasizes the need for advisors to view their practices as businesses and to understand the implications of their operational decisions on valuation and marketability. The Pitfalls of Cooperative Practices With John Poole Resources in today's episode: - Matt Jarvis: Website | LinkedIn - John Poole: Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs   

In this episode, hosts Matt and Micah discuss the critical importance of delivering value to clients in financial planning. They explore the concept of value adds, emphasizing the need for advisors to simplify processes and proactively engage with clients. The conversation covers various strategies for implementing value adds, overcoming complacency, and addressing the fears that prevent advisors from raising fees or changing their practices. The hosts provide practical examples of effective value adds, such as beneficiary reviews and buckets reports, and highlight the significance of regular communication and proactive planning in building strong client relationships. You're Choosing Not To Deliver Value  [Episode 362] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs  

In this episode, Matthew Jarvis and Becky Casstevens-Bellury, a seasoned senior client success consultant at Belay, share expert insights on optimizing VA relationships, onboarding strategies, and handling turnover seamlessly. Whether you're new to virtual assistants or managing ongoing VA relationships, this conversation is packed with practical advice to boost productivity and reduce friction. Onboarding and Turnover Strategies With Becky Casstevens-Bellury Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Becky Casstevens-Bellury Website | LinkedIn - Learn More about our Coaching Programs

In this episode, hosts Matthew Jarvis and Micah Shilanski delve into the complexities of productivity, particularly focusing on email management and setting client expectations. They discuss the inherent costs of productivity, the importance of intentional time management, and the need to differentiate between high-value and low-value tasks. The conversation emphasizes the significance of establishing clear communication policies with clients and the role of mastermind groups in enhancing productivity. The hosts encourage listeners to adopt practices that prioritize meaningful work over busywork, ultimately leading to greater success and fulfillment in their professional lives. Email Management: A Double-Edged Sword  [Episode 361] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs