THIS WEEK’S PODCASTFollow Up Friday – You Said What In A Client Meeting?!

How to ensure your clients see the value in working with you. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

Reading Time with Jarvis – Delivering Massive Value – Your Post-it Note Business Plan Part Two: Key Performance Indicators

See More

How Do I Actually Get Tax Returns From Clients? [Ep 149]

See More

Follow Up Friday – Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain”

See More

Tips from the Trenches – Tales From Tax Season

See More

Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain” [Episode 148]

See More

Follow Up Friday – Prospect Process – Must Schedule Right Now: Available or Desperate?

See More

Reading Time with Jarvis – Delivering Massive Value – Post-it Note Your Business Plan – Establish Milestones

See More

Prospect Process – Must Schedule Right Now: Available or Desperate? [Ep 147]

See More

Follow Up Friday – Tax Planning Mistake #5 – You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA

See More

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

Rate My Practice

Contact Us