Podcast Episodes

Tax Planning In 2023 [Episode 186]

Episode 186

Willpower is not enough! If you're familiar with this statement, then what is your plan to make 2023 your best year ever? On today's episode, Matt and Micah take a look at how you can kick off the ye…

Published on 2 years, 11 months ago

Follow Up Friday - You Are Playing Office, Here's How To Tell

How often do you find yourself saying that you're at capacity and how realistic are the numbers you associate with your practice? How do you handle challenging situations as well as overcoming negati…

Published on 3 years ago

Worlds to Conquer - Goal Setting

When looking at your next goals, do you have a plan in place and think about all the actionable steps to meet your goal, or is it just a wish? On today's episode, Jamie will take you through a step-b…

Published on 3 years ago

What Works Wednesday - Focusing On Positivity With Rich Chen

Each one of us has challenges that we face throughout our lives, and it's easy to get swept up in the negativity and head trash. On today's episode, Matt is joined again by attorney Rich Chen to shar…

Published on 3 years ago

You Are Playing Office, Here's How To Tell [Episode 185]

Season 2 Episode 185

It's easy to say and assume that you're at capacity, because what else are you doing with all your time? But if you're claiming that you're researching and just too busy, then we're here to tell you …

Published on 3 years ago

Follow Up Friday - Was 2022 Your Best Year Ever?

When you look to your goals for the next year, are you being specific and intentional about them? As an advisor, what lessons do you focus on for the day-to-day strategies of your business, and what…

Published on 3 years ago

Worlds to Conquer - Family Offices Q&A

In the fourth and final episode on family offices, Jamie wraps up by sharing questions from advisors on how to handle transitions within a multigenerational practice. Jamie will provide her experienc…

Published on 3 years ago

What Works Wednesday - Leading Advisors With Dustin Corrente

How do you translate lessons that you learn into day-to-day strategies? On this What Works Wednesday, Matt is joined by Dustin Corrente, the Managing Director for Prudential Advisors Mid-Atlantic Fin…

Published on 3 years ago

Was 2022 Your Best Year Ever? [Episode 184]

Season 2 Episode 184

When you look back at this past year, are you questioning if you even did anything, or are you a victim of drinking your own kool-aid and celebrating accomplishments that may or may not have happened…

Published on 3 years ago

Follow Up Friday - Surge - What If It Works?

Is your head trash what's stopping you from implementing surge and finding ways to deliver more value to your clients? If you're going to implement surge, have you thought about steps to take to star…

Published on 3 years ago