THIS WEEK’S PODCASTHow Do I Get Referrals From CPAs? [Episode 128]

Learn how to create a long-lasting, respectful relationship with a local CPA. ...Read More

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is Disrupting The Financial Services Industry

Prospect Lessons from 2021 [Episode 115]

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Head Trash [Episode 114]

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I’m Done With Surge…Now What? [Episode 113]

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Why Advisors Fail [Episode 112]

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It’s Just An Email [Episode 111]

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Finding Good Talent with Yosef Colish [Episode 110]

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What Happens When You Don’t Know The Answer? [Episode 116]

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The “Perfect” Way to Rollover a 401(k) [Episode 109]

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The Right Size Financial Plan [Episode 108]

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