2024 TPR LIVE
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THIS WEEK’S PODCAST
How Are You Accountable When You Make a Client Mistake?
Handling mistakes and transparency with clients. ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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Clients
Prospecting
Team
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Words Matter
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Making Taxes Easy with Guest Steven Jarvis
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Creating Valuable Content [Episode 209]
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Financial Undressing, Team Building, and Taking Criticism
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Taking Criticism
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Team Building For Financial Advisors With Guest Christine Timms
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Why Financial Undressing Matters [Episode 208]
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Stacking The Odds, Writing Legacy Letters, and Continuous Team Training
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You Didn’t Hire Idiots
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