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

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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