THIS WEEK’S PODCASTProspecting and Pregame Strategies

Setting the stage for positive meetings. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

How To Negotiate Your Pay

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Creating a Prospect Process that Works with Guest John Barron[Episode 242]

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Destructive Alerts and The Art of Employee Firings

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How to Fire Someone

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Only Fools Get Alerts [Episode 241]

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Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias

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Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits

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Breaking Middle-Class Barriers – Insights on Wealth and Impact with Guest Lewis Schiff

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Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode 240]

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