THIS WEEK’S PODCASTFinancial Undressing: What Your Practice Valuation is Really Wearing

Understanding your practice’s value. ...Read More

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is Disrupting The Financial Services Industry

Follow Up Friday – Surge Meeting Mistakes

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Worlds To Conquer – Calendaring Surge

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What Works Wednesday with Guests Steven Jarvis and Leila Shaver

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Surge Meeting Mistakes [Episode 164]

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Follow Up Friday – Estate Planning and Fall Surge

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What Works Wednesday with Guest Alan Moore

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Estate Planning and Fall Surge [Episode 163]

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Follow Up Friday – What Does Family First Mean To You?

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What Works Wednesday with Guest Joe Curry

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