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20 events found.

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Today
  • March 2022

  • Mon 28
    March 28, 2022 @ 12:00 am - 12:30 am PDT

    Episode 145 – Guest Star Reece Harper

  • Wed 30
    March 30, 2022 @ 12:00 am - 12:30 am PDT

    Reading Time With Jarvis – Delivering Massive Value – Why The One-Page Financial Plan

  • April 2022

  • Fri 1
    April 1, 2022 @ 12:00 am - 12:30 am PDT

    Follow Up Friday – Episode 145 – Guest Star Reese Harper

  • Mon 4
    April 4, 2022 @ 12:00 am - 12:30 am PDT

    Episode 146 – Tax Planning Mistake #5 – You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA

  • Wed 6
    April 6, 2022 @ 12:00 am - 12:30 am PDT

    Tips from the Trenches – Your Team As Teachers

  • Fri 8
    April 8, 2022 @ 12:00 am - 12:30 am PDT

    Follow Up Friday – Episode 146 – Tax Planning Mistake #5 – You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA

  • Mon 11
    April 11, 2022 @ 12:00 am - 12:30 am PDT

    Episode 147 – Prospect Process – Must Schedule Right Now: Available or Desperate?

  • Wed 13
    April 13, 2022 @ 12:00 am - 12:30 am PDT

    Reading Time with Jarvis – Delivering Massive Value – Post-it Note Your Business Plan – Establish Milestones

  • Fri 15
    April 15, 2022 @ 12:00 am - 12:30 am PDT

    Follow Up Friday – Episode 147 – Prospect Process – Must Schedule Right Now: Available or Desperate?

  • Mon 18
    April 18, 2022 @ 12:00 am - 12:30 am PDT

    Ep 148 – Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain”

  • Wed 20
    April 20, 2022 @ 12:00 am - 12:30 am PDT

    Tips from the Trenches – Tales from Tax Season

  • Wed 20
    April 20, 2022 @ 9:00 am - 10:00 am PDT

    TPR Member Power Session – Actually Getting Client Tax Returns AND Immediately Delivering Massive Value

  • Fri 22
    April 22, 2022 @ 12:00 am - 12:30 am PDT

    Follow Up Friday – Episode Ep 148 – Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain”

  • Mon 25
    April 25, 2022 @ 12:00 am - 12:30 am PDT

    Episode 149 – How Do I Actually Get Tax Returns From Clients?

  • Wed 27
    April 27, 2022 @ 12:00 am - 12:30 am PDT

    Reading Time with Jarvis – Delivering Massive Value – Your Post-it Note Business Plan Part Two: Key Performance Indicators

  • December 2022

  • Wed 7
    December 7, 2022 @ 9:00 am - 9:30 am PST

    What Works Wednesday – Creating Habits With Lindsay Picone

  • July 2023

  • Thu 13
    July 13, 2023 @ 10:00 am - 12:00 pm PDT

    Members Only – One-Page Financial Plans In Real Life – Financial Advisor Training – Pilot Program

    Members Only! Register for this session here

  • August 2023

  • Thu 17
    August 17, 2023 @ 10:00 am - 12:00 pm PDT

    Members Only – Investment Planning and Conversation – Financial Advisor Training

    Members Only! Register for this session here

  • September 2023

  • Wed 20
    September 20, 2023 @ 9:00 am - 10:00 am PDT

    Member Power Session – Tax Planning and Fall Surge

    Register to save your spot for this member-only power session.

  • October 2023

  • Wed 18
    October 18, 2023 @ 9:00 am - 10:00 am PDT

    Nation Power Session

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