The Three C’s of Success

July 6, 2020

Help your clients become even more successful by sharing this episode on leadership! Kevin Gaskell, serial entrepreneur, shares how to turn companies around and become…

Gamechanger

June 29, 2020

During this time of social and financial stress, your clients are looking for guidance and support. We brought on Sports Author Ross Bernstein to share…

Pandemic protection

June 22, 2020

With Covid-19 leaving many individuals wondering about finances, reassure your clients with this podcast and be their hero! Neil Narveson, a 25+ year veteran CPA,…

Get the most for the least

June 15, 2020

Do you know why we have so many shows on retirement? It’s because so many people aren’t adequately preparing for it, and it’s one of…

Flight Risk

June 8, 2020

The Coronavirus blues are real for all, but there is a silver lining for you from this pandemic – you NEED a plan in place…

Invest how you shop

June 1, 2020

Your clients have one job – to listen to your advice. That can be hard for them because their emotions are tied into it and…

Power of perception

Financial well-being is important, but so is mental well-being. Being cooped up in isolation can have many people at their wit’s end, and this episode…

Stimulus stress

May 25, 2020

Taxes affect everything, and chances are, your clients know that. But with COVID-19, do they know what to expect going forward? Join David McKnight as…

Power of perception

May 18, 2020

Financial well-being is important, but so is mental well-being. Being cooped up in isolation can have many people at their wit’s end, and this episode…

The other f-word

May 11, 2020

Whether your clients are looking to take advantage and buy or sell a home, or they are looking to trim down the monthly expenses during…

QuaranKeeping busy

May 4, 2020

Are your clients overly-panicking about their financial situations? Maybe they need some fun quarantine ideas to keep busy during this stressful time and take their…

Personal Protection

May 1, 2020

Many people are moving toward working from home with the “Safer at Home” movement, but how safe is it? Keeping passwords for work and financial…