THIS WEEK’S PODCASTHow Do I Get Referrals From CPAs? [Episode 128]

Learn how to create a long-lasting, respectful relationship with a local CPA. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

How Long Does It Take You to Create a Tax Plan? [Episode 107]

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Why Do You Complain vs Improve? [Episode 106]

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How Do I Deliver Massive Value? [Episode 105]

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Wisdom Wednesday – DMV on Identity Theft

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Weekly Wrap Up – Head Trash

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Reading Time With Jarvis – Skin in the Game by Nassim Taleb

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Tips from the Trenches – Conference Room Mistakes

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Reading Time With Jarvis – Social Security: The Inside Story by Andy Landis

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Weekly Wrap Up – I’m Done with Surge…Now What?

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