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

Prospect Process – Must Schedule Right Now: Available or Desperate? [Ep 147]

See More

Follow Up Friday – Tax Planning Mistake #5 – You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA

See More

Tips from the Trenches – Your Team As Teachers

See More

Tax Planning Mistake #5 – You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA [Episode 146]

See More

Follow Up Friday – Guest Star Reese Harper

See More

Reading Time with Jarvis – Delivering Massive Value – Why The One-Page Financial Plan?

See More

Guest Star Reese Harper [Episode 145]

See More

Follow Up Friday – But I Don’t Have Time For That

See More

Tips from the Trenches – Value Adds in Surge

See More

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

Rate My Practice

Contact Us