Money talks, but sometimes, clients need help finding the right words, and success lies in knowing when to lean in and when to step back. In this recap episode, Amber shares highlights on crypto-curious clients and building your ideal client base. On Monday, Matt and Micah dove into the crypto-elephant in the room: Bitcoin investing. Rather than immediately jumping into a passionate defense (or critique) of digital currencies, they emphasized the importance of first asking, "How much?" Because let's face it - there's a world of difference between satisfying crypto-curiosity with discretionary funds and betting the retirement farm on Bitcoin.

On Thursday, Jamie dropped wisdom on why being a financial advisor isn't about being everyone's cup of tea. Forget the "everyone with a pulse" approach to client acquisition. Jamie challenged advisors to be more discerning, suggesting that if you're serving everyone, you're really serving no one. She painted a vivid picture of the telltale sign you've got the wrong client: that sinking feeling when you see their name on your appointment schedule. (We've all been there, right?).

Resources in today's episode:

- Episode website
- Bitcoin [Episode 284]
- Encore Episode: Who Are Your Prospects?

What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today’s Worlds To Conquer, Jamie dives into prospecting and how to make sure you’re working with the right people. She’ll also discuss why once you determine who you work best with, you need to share this with your team.

Listen in as Jamie shares why if you have a great prospecting strategy, you can grow and not stay stagnant, and that it’s important to create an environment where your team can respectfully push back.

Ever wondered why some financial advisors seem to have a sixth sense for their clients' needs? In this episode, Matt and Micah reveal why playing "20 Questions" with your clients isn't just a party game – it's the secret to building a rock-solid investment strategy. Listen in as they share their battle-tested wisdom on guiding clients through the investment maze. They emphasize that understanding your client's "why" is more valuable than jumping on the latest investment bandwagon.

Drawing from their extensive experience, Micah and Matt explain how top advisors build an arsenal of trust and relationship capital that proves invaluable when market storms hit. Their practical insights show why the best financial advisors are part detective, guide, and voice of reason – especially when clients get starry-eyed over the latest investment fad.

Bitcoin [Episode 284]

Resources in today's episode:

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