THIS WEEK’S PODCASTFollow Up Friday – When Value Adds Go Wrong

Learning from Matt and Micah’s mistakes to create incredible value adds. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

A Roadmap for a Value-Driven Financial Plan [Episode 13]

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Realistic Ruminations on Broker-Dealers [Episode 12]

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Coach Joe Lukacs Revisited [Episode 11]

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From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]

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Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]

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The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]

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The Art of Prospecting & Time-Blocking [Episode 7]

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A Primer for Determining Your Fee Schedule [Episode 6]

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Always Take the High Road [Episode 5]

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