Name: Members Only – Investment Planning and Conversation – Financial Advisor Training
Start: 2023-08-17T10:00:00-07:00
End: 2023-08-17T12:00:00-07:00

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March 2022
Tips from the Trenches – Value Adds in Surge

March 23, 2022 @ 12:00 am - 12:30 am PDT
Follow Up Friday – Episode 144 – But I Don’t Have Time For That

March 25, 2022 @ 12:00 am - 12:30 am PDT
Episode 145 – Guest Star Reece Harper

March 28, 2022 @ 12:00 am - 12:30 am PDT
Reading Time With Jarvis – Delivering Massive Value – Why The One-Page Financial Plan

March 30, 2022 @ 12:00 am - 12:30 am PDT
April 2022
Follow Up Friday – Episode 145 – Guest Star Reese Harper

April 1, 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

April 4, 2022 @ 12:00 am - 12:30 am PDT
Tips from the Trenches – Your Team As Teachers

April 6, 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

April 8, 2022 @ 12:00 am - 12:30 am PDT
Episode 147 – Prospect Process – Must Schedule Right Now: Available or Desperate?

April 11, 2022 @ 12:00 am - 12:30 am PDT
Reading Time with Jarvis – Delivering Massive Value – Post-it Note Your Business Plan – Establish Milestones

April 13, 2022 @ 12:00 am - 12:30 am PDT
Follow Up Friday – Episode 147 – Prospect Process – Must Schedule Right Now: Available or Desperate?

April 15, 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”

April 18, 2022 @ 12:00 am - 12:30 am PDT
Tips from the Trenches – Tales from Tax Season

April 20, 2022 @ 12:00 am - 12:30 am PDT
TPR Member Power Session – Actually Getting Client Tax Returns AND Immediately Delivering Massive Value

April 20, 2022 @ 9:00 am - 10:00 am PDT
Follow Up Friday – Episode Ep 148 – Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain”

April 22, 2022 @ 12:00 am - 12:30 am PDT
Episode 149 – How Do I Actually Get Tax Returns From Clients?

April 25, 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

April 27, 2022 @ 12:00 am - 12:30 am PDT
December 2022
What Works Wednesday – Creating Habits With Lindsay Picone

December 7, 2022 @ 9:00 am - 9:30 am PST
July 2023
Members Only – One-Page Financial Plans In Real Life – Financial Advisor Training – Pilot Program

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

Members Only! Register for this session here
August 2023
Members Only – Investment Planning and Conversation – Financial Advisor Training

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

Members Only! Register for this session here

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March 2022

April 2022

December 2022

July 2023

August 2023