Watch. Learn. Download.

Meet Ben and Jenna Laws, the power advisor couple behind Evexia Wealth. In this episode they share their over-the-top client experience start to finish. HOLY COW this was incredible info! I was BLOWN AWAY by the experience they've created for their clients. Keep on scrolling down to see more resources associated with this interview!

Grab your Client Experience and Internal Process Template ⬇️

Advisor Jen Becker shares with us what she did to change her business in BIG ways. She tells us the systems and processes she has implemented that have helped her scale, how building her team out allowed her to grow, and how she continues to streamline her business to get more done in less time. This episode is full of amazing language, insight, and tactical ideas.

In this video, Productivity Expert Amber De La Garza, shows us simple tricks to tame and then maintain your inbox. These are the strategies Libby used to go from 2,800 emails in her inbox to less than 100... and keep it there! 

Building a team is an essential part of scaling your business, but the downside is that most Advisors do not have the time or training to hire well. Specializing in Financial Advisor teams, recruiting, and talent development, Career Expert Erin Carlson shares specifics in Part 1 of this series how to attract qualified candidates and where to find them!

Erin Carlson (specialist in hiring and talent development) is back for PART 2 to go a little deeper into the actual interview, selection, and negotiation processes. We know that picking the RIGHT person from a pool of possibilities is CRUCIAL. In this video Erin drops specific interview questions we need to be asking, which personality assessments are best why you NEED to use them, the importance of screening before moving to an official interview, making/negotiating an employment offer, and what you need to do to determine their compensation package.

Erin Carlson and I talk all about onboarding, training, and retaining employees once we’ve made the hire… and how to keep them for life. 

So join us as Erin lays out: The difference between orientation, onboarding, and training… and how to do each! How to structure and what to cover in the first 30 days, 60 days, and 90 days. How to establish expectations without it being awkward and weird. Some tips and tricks to continuing to develop your employees after the 90^th day, 5^th year, and beyond!

How I Take A Month OFF! Whether your goal is to strategically identify gaps in your business, or to just plain take some time to relax and have white space... a sabbatical can be just the thing. In today's video I share how I worked up to taking a month off, totally unplugged, from my business... and how it's been the most productive and profitable thing I've done. And... it's a ton of fun too!