Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to create your own surge schedule to see what might work or taking advantage of a tried and tested plan? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Best Communication Tips – You CAN Teach An Old Dog New Tricks [Episode 190]

What Works Wednesday – Pushing Your Comfort Zone With Bryan Garris

Worlds to Conquer – Surge: Schedules and Teams

Follow Up Friday – Best Communication Tips – You CAN Teach An Old Dog New Tricks

Recommended Podcast

What Works Wednesday – Tax Planning With Guest Steven Jarvis, CPA

Where do you fall on delivering tax value to your clients?

See More

Moving The Needle [Episode 196]

If your work isn’t hyper-intentional, you’re just playing office.

See More

Follow Up Friday – 10X Your Practice

Looking at the small steps towards your big goals.

See More

Contact Us