THIS WEEK’S PODCASTFinancial Undressing: What Your Practice Valuation is Really Wearing
Understanding your practice’s value. ...Read More
Listen to the Show that
is Disrupting The Financial Services Industry
Show Me The Beef! [Episode 150]
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Follow Up Friday – How Do I Actually Get Tax Returns From Clients?
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Reading Time with Jarvis – Delivering Massive Value – Your Post-it Note Business Plan Part Two: Key Performance Indicators
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How Do I Actually Get Tax Returns From Clients? [Ep 149]
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Follow Up Friday – Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain”
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Tips from the Trenches – Tales From Tax Season
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Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain” [Episode 148]
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Follow Up Friday – Prospect Process – Must Schedule Right Now: Available or Desperate?
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Reading Time with Jarvis – Delivering Massive Value – Post-it Note Your Business Plan – Establish Milestones
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