Podcasts, Publications, and Practical Tips: How Steven Jarvis Educates Advisors at Scale
Steven Jarvis isn’t just doing tax work behind the scenes—he’s helping advisors learn how to do it better. Through podcasts, articles, and ongoing educational content, Steven shares practical tax insights […]
How Jamie C. Shilanski Uses Communication Mastery to Fuel Growth
Growth in an advisory firm doesn’t come from clever slogans; it comes from better conversations. Jamie C. Shilanski understands that every touchpoint—discovery calls, review meetings, follow‑ups, internal discussions—either moves the […]
Trump Accounts, Tax Planning, and Working With Financial Advisors with Brad Wooten
What happens when a CPA actually opens Trump Accounts for his own kids?
Secure Your Seat at the 2026 Tax Summit
If you’ve been meaning to register for the 2026 Tax Summit, this is your nudge: we’re approaching the final stretch, and seats are filling up. If you’ve been waiting to […]
Surge Meetings: How Matthew Jarvis Serves Clients Intensely—and Then Takes Time Off
One of Matthew Jarvis’s signature strategies is the surge‑meeting model: concentrated blocks of client meetings during specific seasons, followed by extended stretches with no client appointments. Instead of spreading client […]
Bringing tax in-house: what it takes to deliver a better client experience with Jonathan Steele
Technical expertise gets clients in the door, but empathy and hospitality are what keep them coming back.