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Videos

Video: Transitioning To Fee Only

Video: Transitioning To Fee Only

How do you explain to your existing clients that you are headed to the land of fee-only? Just remember your 'why' and that will get you through! Watch the video...

Video: Centers of Influence

Video: Centers of Influence

Centers of Influence are found inside and outside of your niche. It's time to think beyond CPAs and Estate Planning Attorneys and truly create relationships that will help you grow your business. Watch the video...

Video: Hire Slow Fire Fast

Video: Hire Slow Fire Fast

There is validity to the old adage Hire Slow, Fire Fast, but today we talk not about hire slow, but hire EARLY and Fire, well, at a reasonable pace… listen up for what I mean. Watch the video...