THIS WEEK’S PODCASTEncore Episode: You Said What In A Client Meeting?!
Setting your client and yourself up for success with clear communication. ...Read More
Listen to the Show that
is Disrupting The Financial Services Industry
Appointments Outside of the Surge [Episode 26]
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Luck of the Draw [Episode 25]
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Let’s Talk About Taxes! Part 2
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Let’s Talk About Taxes! [Episode 23]
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To Fee, or Not to Fee? [Episode 22]
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Account Minimums as a Metric for Finding Ideal Clients [Episode 21]
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Tips to Maximize Your Return on Time [Episode 20]
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Stop Pretending to Work [Episode 19]
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Talking Points for True Communication with Clients [Episode 18]
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