THIS WEEK’S PODCASTHow Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients. ...Read More

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is Disrupting The Financial Services Industry

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

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

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

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

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Tips from the Trenches – The Power of One Page

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Is There A Wannabe Doctor On Board? [Episode 123]

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Reading Time with Jarvis – The Rich Barber Method by Chuka Torres

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Tips from the Trenches – Follow The Process

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Follow Up Friday – Being The Best

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