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Taxes Part 2 [Episode 82]

Too many advisors actually underutilize the tax planning services in their practice. So today, Matt and Micah will show you how they go through tax returns for their clients and …

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Go To Work Naked [Episode 80]

We’ve all heard the phrase “dressing for success,” but do you really believe that how you dress matters? If your answer is no—or if you’re on the fence—then you need …

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With Guest John Barron [Episode 79]

Hearing rejection time and time again can be a soul-crushing experience. In today’s episode, business coach John Barron stops by to share his approach to the sales process that will …

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Surge Meetings [Episode 77]

Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a Backstage Pass member, and …

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LTC Planning [Episode 76]

Today’s topic is one that can be a bit of a hot button, but it’s something that needs to be discussed: long-term care. In this episode, Matthew and Micah sit …