THIS WEEK’S PODCASTEncore Episode: What Are We Paying Employees?

How do you find really good team members? ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

You Can’t Say That!

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Economic Commentary [Episode 251]

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Standout Prospect Meetings and Documentation for the Win

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Not Documented, Not Done

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Throwback: Show Me The Beef! [Episode 250]

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Relationship Building and Preventing Failures with Surge

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How Surge Fails

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Client Relationships And Connections With Guest David Gow [Episode 249]

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Communicating Roth Conversions and The Best Time for Surge

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