THIS WEEK’S PODCASTThe Software Dilemma in Financial Planning [Episode 342]

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is Disrupting The Financial Services Industry

When You Make Too Many Exceptions [Episode 121]

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Follow Up Friday – The Power Factor

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Reading Time With Jarvis – Total Money Makeover by Dave Ramsey

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The Power Factor [Episode 120]

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Tips from the Trenches – Breaking the Process

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Follow Up Friday – How to Delegate Email

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Reading Time With Jarvis – Knocking on Heaven’s Door by Katy Butler

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How to Delegate Email [Episode 119]

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Tips from the Trenches – Check-in Time When We’re Gone

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