Tell Your CPA Story with Justin Breen

Tell Your CPA Story with Justin Breen

Episode: Tell Your CPA Story with Justin Breen Tell Your CPA Story with Justin Breen February 9, 2023 How can we CPAs find and attract the best clients for us? Is there a way we can only work with clients we genuinely enjoy? In this episode, Justin Breen joins Tom to...
2023 Tax Changes with Garrett Watson

2023 Tax Changes with Garrett Watson

Episode: 2023 Tax Changes with Garrett Watson 2023 Tax Changes with Garrett Watson January 12, 2023 It’s important to prepare ourselves for the future, so we can better help our clients traverse the ever-evolving tax code in 2023. In this episode, Garrett Watson...
Big Money, Micro Business with Elaine Pofeldt

Big Money, Micro Business with Elaine Pofeldt

Episode: Big Money, Micro Business with Elaine Pofeldt Big Money, Micro Business with Elaine Pofeldt December 29, 2022 Starting your own business can be grueling. What can we learn from the success of other micro businesses? Is running a business all by yourself a...
Live Your Life, Insured with Kim Butler

Live Your Life, Insured with Kim Butler

Episode: Live Your Life, Insured with Kim Butler Live Your Life, Insured with Kim Butler December 16, 2022 When you create tax strategies for your clients, do you discuss the benefits of life insurance and the value it can bring to their investment plans? In this...
The Gift of a Complaint with Janelle Barlow

The Gift of a Complaint with Janelle Barlow

Episode: The Gift of a Complaint with Janelle Barlow The Gift of a Complaint with Janelle Barlow December 1, 2022 Have you ever received a complaint from a client? Were you able to turn a client’s negative experience into something positive for growth? In this...
The Modern Toolkit with Rob Brown

The Modern Toolkit with Rob Brown

Episode: The Modern Toolkit with Rob Brown The Modern Toolkit with Rob Brown November 17, 2022 Would your clients describe your firm as “modern”? Are you utilizing all the tools that your competitors have started to leverage for themselves? In this episode, Rob Brown...