The immigrant experience

April 1, 2022

While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…

The future of financial services

February 21, 2022

The financial industry has seen some changes in recent decades, and you may be struggling to make a meaningful impact on your clients because of…

Keeping things current

February 14, 2022

It’s one thing to make a financial plan with your clients, but it’s another thing to make sure that plans stay up to date with…

The immigrant experience

January 31, 2022

While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…

What in the world

October 25, 2021

Clients getting sick of talking about covid? Most people are, but paying attention to the economic trends will be important to those with investments. We…

Adjusting your approach

July 5, 2021

Your clients may not be masters of history and current events, but what’s happening in the world can drastically affect their financial wellbeing. Richard Maybury,…

Life after covid

May 10, 2021

As Covid-19 begins to calm down, your clients will most likely be coming to you with all their tough questions about what will come next….

Virtual reality

April 19, 2021

Your clients have more than likely expressed their concerns to you about what the future of the market will look like following the Covid-19 pandemic;…

Is the stimulus check stimulating the economy?

March 29, 2021

You can tell your clients something until you’re blue in the face and sometimes it’s just not enough, but what if we could get the…

Let’s talk 2021

January 25, 2021

From a global pandemic to an intense presidential election, many people are wary of what to expect in 2021. We met with David Kelly, the…

Investing with impact

September 7, 2020

Living in a first world country, many people try to give back with their money don’t know how to go about it in the most…

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,…