THIS WEEK’S PODCASTHow Do I Get Referrals From CPAs? [Episode 128]

Learn how to create a long-lasting, respectful relationship with a local CPA. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

A Roadmap for a Value-Driven Financial Plan [Episode 13]

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Realistic Ruminations on Broker-Dealers [Episode 12]

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Coach Joe Lukacs Revisited [Episode 11]

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From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]

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The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]

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Weekly Wrap Up – Why Advisors Fail

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