THIS WEEK’S PODCASTFollow Up Friday – Helping Team Members Triage Client Requests

Helping your team to help you. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

Always Take the High Road [Episode 5]

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Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs [Episode 4]

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The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]

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Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]

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What Metrics Should Matter To Your Practice? [Episode 1]

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