最高の Positive Enterprise Value ポッドキャスト (2024)

1
Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273] 22:06

2d 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…

1
The Value Equation: Enhancing Client Experiences and Advisor Self-Worth 8:02

5d 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 …

1
Mindset Mastery: Overcoming Barriers to Charging Premium Fees 37:43

6d 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…

1
Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] 27:55

9d 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…

1
Your True North and Building a Legacy Practice 7:36

12d 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…

1
Building an Enterprise Office 26:19

13d 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…

1
True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271] 35:10

16d 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…

1
The Power of Personal Growth,Value Adds and Freedom in Your Practice 7:10

19d 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…

1
Will I Ever Experience Freedom as a Business Owner? 29:41

20d 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…

1
Transforming Logistics: Supplychain for Perishable Products in India 1:06:41

23d ago1:06:41

1:06:41

Episode #42 Transforming Logistics: Supplychain for Perishable Products in India Ft. Swarup Bose, CEO - Celcius Logistics. Welcome back to MSME TALK® Brand Bite which brings brands products, services showcase relevant for MSMEs, Startups businesses to scale up and build long-lasting Businesses. Subscribe to MSME TALK® Newsletter List your Product, …

1
The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270] 31:24

23d 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 …

1
From Invisible to Invaluable: Your Marketing Efforts and Growth Strategies 8:22

26d 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…

1
How to Grow Your Practice 30:12

27d 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…

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…

1
Man-made Fibre Industry in India 15:04

1M ago15:04

15:04

Episode #41 Man-made Fibre Industry in India Welcome back to MSME TALK® Industry Bite. MSME TALK™ Industry Bite brings industry information news, data, facts, evolution, opportunities etc for Micro enterprises, SMEs, startups, businesses. On this MSME TALK™ channel we have Industry Expert, Brand Bite and Industry Bite segments. Subscribe to MSME TA…

1
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…

1
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…

1
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…

1
What Makes a Portfolio Successful and the Rule of Two 8:15

1M 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…

1
Why Advisors Lose Clients 35:08

1M 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…

1
All Investment Management is Playing Office [Episode 267] 30:16

1M 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…

1
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…

1
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 …

1
Interview with Bill Perkins, Keynote Speaker at the 15th Annual Bigelow Forum 1:03:21

2M ago1:03:21

1:03:21

On the Positive Enterprise Value Podcast, I get a chance to interview some of the most amazing and interesting Entrepreneur Owner-Managers (EOMs) on the planet and deconstruct some of their entrepreneurial journey…from disrupting their industries to being a game changer in their industries to potentially having a capital gain and using the liquidit…

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…

1
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…

1
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…

1
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265] 26:35

2M ago26:35

26:35

Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial advisors to deeply understand annuity products, including their guarantees, contractual obligations, and performance-driven elements. Throughout the d…

1
Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room 7:07

2M ago7:07

7:07

In this Friday recap, Amber explores the crucial difference between efficiency and effectiveness for financial advisors. She highlights Matt and Micah's discussion on leveraging proven processes and replicating successful strategies, emphasizing the importance of attention to detail and strict adherence to deadlines. Amber stresses how these practi…

1
Decision Fatigue 28:13

2M ago28:13

28:13

Jamie Shilanski shares her secrets for maintaining a thriving marriage while excelling in a demanding career. She reveals how effective communication strategies can transform both the personal and professional lives of financial advisors. Jamie and her spouse employ humor and playful games to diffuse tension and strengthen their bond, offering list…

1
You Are Only Cheating Yourself [Episode 264] 30:18

2M ago30:18

30:18

Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom that efficiency alone leads to success, advocating instead for a more nuanced approach. The duo delves into the dangers of skipping critical steps, the impact of emotional attachment on decis…

1
Why Authenticity Matters and Family Financial Dynamics 6:44

2M ago6:44

6:44

In this recap episode, Amber first highlights the Matt and Kevin’s Thompson’s discussion on Monday. Matt and Kevin talked about the importance of providing massive value that goes beyond just investment returns. They stressed authenticity, being true to oneself, and promoting your unique value proposition instead of getting lost in the noise of gen…

1
When You Earn More Than Your Spouse - Navigating Income Disparity 37:44

2M ago37:44

37:44

Jamie Shilanski takes a dive into the intricate dynamics of income disparity within households. With a keen eye on the challenges faced by financial advisors, she explores the delicate balance between financial management, decision-making, and individual autonomy. Jamie sheds light on the profound impact differing incomes can have on relationships,…

1
The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263] 30:57

2M ago30:57

30:57

Imagine having your faith in the financial system shaken to the core by a devious Ponzi scheme. For Kevin Thompson, this devastating reality wasn't just a wake-up call – it was a defining moment that reshaped his entire approach to serving clients as a financial advisor. In this episode, Matthew Jarvis sits down with Kevin to unpack the hard-won le…

1
Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility 7:32

3M ago7:32

7:32

In this recap episode, we’re revisiting the highlights from this week on delegation and the role your job plays in your life. Lisa Zeeveld from BELAY joined Matt to share invaluable wisdom on how leveraging virtual assistants and bookkeepers can create a profound sense of peace of mind, enabling advisors to focus on their core genius. Lisa highligh…

1
Your Vocation Should Pay For Your Avocations 25:30

3M ago25:30

25:30

Jamie Shilanski challenges the conventional wisdom that our jobs should be the sole source of fulfillment and happiness. Instead, she advocates for a mindset shift: Treat your vocation as a means to fund your avocations, your true passions, and your adventures in life. Too often, young financial advisors fall into the trap of expecting their career…

1
Industry Insights-MSME Day Special 1:30:08

3M ago1:30:08

1:30:08

Episode #40 Industry Insights-MSME Day Special On the occasion of MSME DAY, MSME TALK® is bringing special episode. We have got a panel of distinguished Industry Leaders to share valuable data and insights gathered from their business own platforms & clients. They will provide a deep dive into current trends, emerging opportunities, and the challen…

1
The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262] 32:38

3M ago32:38

32:38

Lisa Zeeveld from BELAY joins Matt to explore the game-changing power of delegation for financial advisors. Lisa dives deep into how skillfully delegating tasks can revolutionize your business, freeing up precious time and mental bandwidth to focus on what truly matters. Shatter the myth that delegation means dumping unpleasant chores. Instead, Lis…

1
Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice 8:10

3M ago8:10

8:10

Amber takes you behind the scenes to recap the strategies for financial advisors to attract and retain high-net-worth clients, as well as mastering the art of marketing. First, Paul Saganey joined Matt to unveil the intricate "complexity curve" that separates elite advisors from the rest. Discover why building a team of experts is the ultimate key …

1
Marketing. What Works For Financial Advisors? 31:48

3M ago31:48

31:48

Jamie unveils the secrets to crafting a winning marketing strategy that drives real results. Forget one-size-fits-all approaches – the key to success lies in committing to a plan that aligns with your unique strengths and preferences. Jamie breaks down the most effective marketing channels for financial advisors, from mastering the art of website o…

1
Jay Lapeyre, An Entrepreneur Owner-Manager of Many Parts 1:00:37

3M ago1:00:37

1:00:37

On this latest episode of the Positive Enterprise Value Podcast, I am thrilled to welcome my good friend Jay Lapeyre. Jay is the second-generation Entrepreneur Owner-Manager (“EOM”) of Laitram LLC. Laitram is based in the New Orleans area but operates worldwide with over 4,000 employees. Jay's dad was a consummate entrepreneur who, with more than 2…

1
India's Textile Export Scene and MSMEs 11:53

3M ago11:53

11:53

Episode #39 India's Textile Export Scene and MSMEs. Welcome back to MSME TALK™ Industry Bite. MSME TALK™ Industry Bite brings industry information news, data, facts, evolution, opportunities etc for Micro enterprises, SMEs, startups, businesses. On the MSME TALK™ podcast channel we have Industry Expert, Brand Bite and Industry Bite segments. Subscr…

1
Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261] 28:13

3M ago28:13

28:13

Matthew Jarvis sits down with Paul Saganey, the visionary founder of Integrated Partners. They dive into the "Complexity Curve" – the unique challenges financial advisors face when serving high-net-worth clients with multifaceted financial portfolios. Saganey's profound insights shed light on the necessity for advisors to evolve and ascend the comp…

1
Maximizing Valuations and Smart Business Planning 6:53

3M ago6:53

6:53

In this recap episode, Amber is sharing the highlights from this week. Monday, Ted Jenkin joined Matt to reveal that traditional valuation methods often underestimate the true worth of successful RIA practices. He emphasized the power of leveraging the open marketplace, where multiples can soar as high as 14 to 17 times cash flow for larger firms. …

1
How Your LLC Fails 29:02

3M ago29:02

29:02

In this episode, Jamie Shilanski is shedding light on business structuring and long-term planning strategies. She explains why selecting the right legal entity is crucial for maximizing tax benefits and prepping your exit strategy. Jamie also breaks down the risks of mixing personal and business assets, a no-no that can pierce your corporate veil. …

1
Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260] 27:32

3M ago27:32

27:32

In this episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common misconceptions and the stark difference between a valuation and the actual market price a business can command. Ted also discusses his wisdom on the critical factors that shape practice valuations…

1
Overcoming Head Trash and Building Lucrative CPA Relationships 9:25

3M ago9:25

9:25

In this recap episode, Amber shared strategies for financial advisors to conquer their insecurities and build a referral-generating powerhouse through strategic partnerships with CPAs. On Monday, Matt and Steven reveal their proven approach to breaking down the 'COI' barrier, delivering value that tax professionals can't ignore. Their secret? Embra…

1
Encore Episode: Dealing with Head Trash 35:41

3M ago35:41

35:41

Jamie Shilanski tackles the all-too-common insecurities that hold financial advisors back from reaching their full potential. With candor and wisdom, she dives into the realm of "head trash" – those nagging doubts, feelings of unworthiness, and self-sabotaging thoughts that can cripple even the most talented professionals. Jamie shares battle-teste…

1
Export Import Financing Master Class 33:05

3M ago33:05

33:05

Episode #38 Export Import Financing Master Class Ft. Indrajit Samanta, RXIL Global . Welcome back to MSME TALK™ with Industry Expert. Industry Expert segment brings Industry Expert who discusses on specific topic relevant for MSMEs, Startup to scale up and build long-lasting Businesses. Subscribe to MSME TALK™ Newsletter Just like domestic business…

1
Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259] 30:54

3M ago30:54

30:54

Matthew Jarvis is joined by Steven Jarvis, CPA, from Retirement Tax Servies to lift the veil on the challenges financial advisors face when seeking referrals from CPAs – a pivotal Center of Influence (COI). This episode is a candid exploration of the risks and hurdles CPAs grapple with before referring clients to financial advisors, including the p…

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