THIS WEEK’S PODCASTMasterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

What Are Prospects ACTUALLY Saying [Episode 228]

See More

Business Planning, Effective Communication, and The Human Element

See More

Talking Sugar Honey Ice Tea

See More

Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin

See More

Location, Location, Location [Episode 227]

See More

Extreme Accountability, Leadership, and Client Relations

See More

You’re Pi$$ing Me Off – Part 2

See More

Navigating Leadership Waters with Guest Carlos Mendez

See More

Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226]

See More

Want to Get Actionable Advice About How You Can Change Your Practice Right Now?

Rate My Practice

Contact Us