Podcast Episodes

Tips from the Trenches - To Delegate or Not To Delegate

Season 1

How to balance delegating tasks with doing the work that YOU need to be doing.

https://bit.ly/3C3WJ8W 

Published on 4 years, 1 month ago

Surge Meetings Can't Work [Episode 131]

Season 1 Episode 131

If you're like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having meetings scattered throughout your week makes …

Published on 4 years, 1 month ago

Follow Up Friday - What Did You Read This Month?

Season 1

Action items for staying on top of your personal development.

https://bit.ly/3qeeQqn 

Published on 4 years, 1 month ago

Reading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew Jarvis

Season 1

Hear a snippet from Matthew's book, Delivering Massive Value.

https://bit.ly/3jZG2oX 

Published on 4 years, 1 month ago

What Did You Read This Month? [Episode 130]

Season 1 Episode 130

When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become available. However, this does not mean si…

Published on 4 years, 1 month ago

Follow Up Friday - Client Graduation

Season 1

Three action items to help ensure you only serve your ideal clients.

https://bit.ly/3vUxMLG 

Published on 4 years, 1 month ago

Tips from the Trenches - Team Training

Season 1

Important considerations for keeping your team at the top of their game.

https://bit.ly/2ZsUfDi 

Published on 4 years, 1 month ago

Client Graduation [Episode 129]

Season 1 Episode 129

The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your proc…

Published on 4 years, 1 month ago

Reading Time with Jarvis - The Bet by Paul Sabin

Season 1

Get key takeaways from one of Matthew's favorite books.

https://bit.ly/2ZbXdwk 

Published on 4 years, 2 months ago

Follow Up Friday - How Do I Get Referrals From CPAs?

Season 1

What you can do today to put yourself in a better position in regards to tax planning.

https://bit.ly/3j6iONy 

Published on 4 years, 2 months ago