THIS WEEK’S PODCASTProspecting and Pregame Strategies

Setting the stage for positive meetings. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

Reading Time with Jarvis – Deep Work by Cal Newport

See More

Follow Up Friday – Team Won’t Implement

See More

Tips from the Trenches – Assuming on a Client Plan

See More

Team Won’t Implement [Episode 125]

See More

Follow Up Friday – It’s Not Just Matt and Micah That Surge

See More

Reading Time with Jarvis – Nerd’s Eye View by Michael Kitces

See More

It’s Not Just Matt and Micah That Surge [Episode 124]

See More

Follow Up Friday – Is There A Wannabe Doctor On Board?

See More

Tips from the Trenches – The Power of One Page

See More

Want to Get Actionable Advice About How You Can Change Your Practice Right Now?

Rate My Practice

Contact Us