Podcast Episodes
Back to Search003: SMART Retirement & Creating Over $1 Billion Dollars of Revenue - Matt Zagula
In this episode, we speak to Matt Zagula, FORBES Best Selling author of SMART Retirement. (Strategic Movement Around Retirement Taxation)
Matt helped …
6 years, 8 months ago
002: Helping Elite CPAs Retain and Attract High-Net-Worth Clients - Alex Sonkin
In this episode we interviewed Alex Sonkin, CEO and Founder of Virtual Family Office (VFO) Hub. Alex shares his story of how he helps Elite CPAs and …
6 years, 8 months ago
001: Going from $200,000 to $2.5 million in target premium using LinkedIn - Shane Walls
In this episode we interviewed Shane Walls, CEO of Advisor Bridge Asset Management. Shane shares with us his story of going from $200,000 to $2.5 Mil…
6 years, 8 months ago