Matt discusses this author, and former financial advisor, who has made a huge impact on his practice.

Recommended Podcast

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

See More

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process.

See More

How Relationships Fuel Growth and The Role of Accountability

See More

Contact Us