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
Mid-Year Review [Episode 117]
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Tips from the Trenches – Head Trash
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Follow Up Friday – What Happens When You Don’t Know The Answer?
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Reading Time With Jarvis – Hell Yeah or No by Derek Sivers
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What Happens When You Don’t Know The Answer? [Episode 116]
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Follow Up Friday – Prospect Lessons from 2021
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Wisdom Wednesday – DMV on Identity Theft
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Prospect Lessons from 2021 [Episode 115]
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Weekly Wrap Up – Head Trash
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