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”
April 25, 2022 @ 12:00 am - 12:30 am PDT Episode 149 – How Do I Actually Get Tax Returns From Clients?
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
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 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 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.