Have you gone through the practice analyzer to take a deep dive into your practice to see where you’re spending your time and energy? Have you thought about how simplifying terms and making finances fun can empower a younger generation? What steps are you taking to make sure your team is constantly growing? Listen in as we recap this week’s highlights and action items.

Recommended Podcast

Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

Mistakes happened, now what?

See More

Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin

elements that can make or break a potential sale

See More

From Business to Freedom With Jerome Myers [Episode 315]

The Importance of Post-Exit Planning

See More

Contact Us