THIS WEEK’S PODCASTWhat Works Wednesday – Tax Planning With Guest Steven Jarvis, CPA

Where do you fall on delivering tax value to your clients? ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

Surge Week – How to Add Value to Your Meetings [Episode 48]

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Is This Marketing? [Episode 47]

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Making It Look Easy [Episode 46]

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Family Time [Episode 45]

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Mailbag [Episode 44]

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Effective Delegation – with Gina Cotner [Episode 43]

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Getting Your TEAM On Board [Episode 42]

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Massive Value – Fees [Episode 41]

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Networking: The Good, The Bad, The Ugly [Episode 40]

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