THIS WEEK’S PODCASTDiscipline Equals… Money? [Episode 335]

Everything has a price! ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

From Business to Freedom With Jerome Myers [Episode 315]

See More

Encore episode – Why Don’t I Have More Prospects?!?

See More

Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]

See More

Encore Episode: You Said What In A Client Meeting?!

See More

Not Everyone Needs a Niche [Episode 313]

See More

Encore episode – Client Segmentation

See More

Navigating the New Era of Financial Advisory With Peter Velardi

See More

Work-Life Balance with Guest Dustin Frost [Episode 312]

See More

Encore episode – Prospect Process – Must Schedule Right Now: Available or Desperate?

See More

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

Rate My Practice

Contact Us