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

Tips from the Trenches – Your Team As Teachers

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Tax Planning Mistake #5 – You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA [Episode 146]

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Follow Up Friday – Guest Star Reese Harper

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Reading Time with Jarvis – Delivering Massive Value – Why The One-Page Financial Plan?

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Guest Star Reese Harper [Episode 145]

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Follow Up Friday – But I Don’t Have Time For That

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Tips from the Trenches – Value Adds in Surge

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But I Don’t Have Time For That [Episode 144]

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Follow Up Friday – Can I Get A Discount?

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