THIS WEEK’S PODCASTEncore Episode: How Are You Accountable When You Make a Client Mistake?
Handling mistakes and transparency with clients. ...Read More
Listen to the Show that
is Disrupting The Financial Services Industry
Prospect Process – Must Schedule Right Now: Available or Desperate? [Ep 147]
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Follow Up Friday – Tax Planning Mistake #5 – You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA
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Tips from the Trenches – Your Team As Teachers
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Tax Planning Mistake #5 – You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA [Episode 146]
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Follow Up Friday – Guest Star Reese Harper
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Reading Time with Jarvis – Delivering Massive Value – Why The One-Page Financial Plan?
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Guest Star Reese Harper [Episode 145]
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Follow Up Friday – But I Don’t Have Time For That
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Tips from the Trenches – Value Adds in Surge
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