What Metrics Should Matter To Your Practice? [Episode 1]
There’s more to life than AUM — assets under management — to understanding the success of you and your firm. Listen in to learn more.
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Roth Conversions [Episode 158]
What you can do to ensure clients are better prepared to take advantage of Roth conversions.
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Follow Up Friday – What Are You Gaining From Conferences?
Recapping the key takeaways from Monday’s episode.
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What Works Wednesday With Guest Libby Greiwe
Learn the processes Libby put in place to be able to work fewer hours and make more money.
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