When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become available. However, this does not mean simply watching the news as it relates to your industry. This means consuming books, media, or other information that is going to help you deliver massive value to your clients. So, in this episode, Matthew and Micah will be discussing the importance of a Personal Development Budget and how to incorporate more impactful information consumption into your workweek.

You can find show notes and more information by clicking here: https://bit.ly/3beKU4A

Three action items to help ensure you only serve your ideal clients.

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Important considerations for keeping your team at the top of their game.

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The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade, or transfer a client in order to ensure your needs—and those of your clients—are met.

You can find show notes and more information by clicking here: https://bit.ly/3aEmWje

Get key takeaways from one of Matthew's favorite books.

https://bit.ly/2ZbXdwk

What you can do today to put yourself in a better position in regards to tax planning.

https://bit.ly/3j6iONy

How to stick to your guns when it comes to charging what you're worth.

https://bit.ly/3BGGwqH

Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services.

You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU

Action items to close out the week.

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Highlighting key insights from Matthew's book.

https://bit.ly/3AcNJ0p