Roth conversion rules of thumb are stupid with Debbie Taylor
Getting something done is more important than getting something perfect
Prospecting Is a Conversation, Not a Coin Flip
Many advisors treat prospecting like a numbers game: more calls, more emails, more meetings. Quantity matters, but without quality, you’re just increasing the volume of “no.” The real leverage comes […]
2026 Tax Law Changes Advisors Should Prepare for Now
Why 2026 Tax Law Changes Matter for Advisors We’re heading into a year of meaningful tax law change, and advisors who prepare now will be in a much stronger position […]
The best non-tax episode ever with RaQuell Hopkins
Known pain is easier than unknown possibilities
From Burnout to Capacity: Why Financial Advisors Need More Than Time Management
Many financial advisors don’t have a time management problem—they have a capacity problem. You can buy every planner, block your calendar perfectly, and still feel like you’re one client email […]
What actually counts as growth? with Michael and Liam from Carson Group
Everyone SAYS they're growing, but that's not what we usually see