THIS WEEK’S PODCASTHow Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]

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Upgrade Opportunities and Lessons in Criticism 

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How To Take A Hit

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Upgrade, Graduate, or Just Keep Playing Office [Episode 252]

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Communicating Through Uncertainty and Filtering Advice

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You Can’t Say That!

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Economic Commentary [Episode 251]

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Standout Prospect Meetings and Documentation for the Win

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Not Documented, Not Done

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