THIS WEEK’S PODCASTTips from the Trenches – Taxes

Tips for figuring out a client's taxes. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

How Do I Actually Get Tax Returns From Clients? [Ep 149]

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Follow Up Friday – Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain”

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Tips from the Trenches – Tales From Tax Season

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Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain” [Episode 148]

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Follow Up Friday – Prospect Process – Must Schedule Right Now: Available or Desperate?

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Reading Time with Jarvis – Delivering Massive Value – Post-it Note Your Business Plan – Establish Milestones

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Prospect Process – Must Schedule Right Now: Available or Desperate? [Ep 147]

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Follow Up Friday – Tax Planning Mistake #5 – You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA

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Tips from the Trenches – Your Team As Teachers

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