THIS WEEK’S PODCASTWhy One Percent Is For Discount Advisors? [Episode 354]
Integrity is key in pricing! ...Read More
Listen to the Show that
is Disrupting The Financial Services Industry
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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Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
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