Learning

Why Great Firms Need Demanding Leaders: Inside Jamie C. Shilanski’s Approach

Why Great Firms Need Demanding Leaders: Inside Jamie C. Shilanski’s Approach

Great advisory firms aren’t built by leaders who just keep the peace; they’re built by leaders who lovingly demand more. Jamie C. Shilanski is that kind of leader—fiercely protective of […]

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Tax Planning Opportunities Under the One Big Beautiful Bill Act (OBBBA)

Tax Planning Opportunities Under the One Big Beautiful Bill Act (OBBBA)

Major tax legislation always creates both uncertainty and opportunity. The One Big Beautiful Bill Act (OBBBA) is no exception. While pundits argue about winners and losers, advisors who take a […]

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Deliver Massive Value™: What Matthew Jarvis Really Means for Financial Advisors

Deliver Massive Value™: What Matthew Jarvis Really Means for Financial Advisors

What “Deliver Massive Value™” Means “Deliver Massive Value™” isn’t just a catchy phrase for Matthew Jarvis, CFP®—it’s the filter for every decision in his firm. At Jarvis Financial, nothing makes […]

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Podcast

The cash your clients aren’t telling you about with Ben Cruikshank

The cash your clients aren’t telling you about with Ben Cruikshank

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Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin

Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin

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Intentional tax planning that changes client outcomes with Matthew Doran

Intentional tax planning that changes client outcomes with Matthew Doran

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Weekly Newsletter

Clients don’t have tax problems; they have decision problems
June 19, 2026

Clients don’t have tax problems; they have decision problems

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The cost of not reviewing prior-year tax returns
May 29, 2026

The cost of not reviewing prior-year tax returns

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Every client files taxes. Few advisors use them well.
May 22, 2026

Every client files taxes. Few advisors use them well.

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Tax planning isn’t a service – it’s a habit
May 15, 2026

Tax planning isn’t a service – it’s a habit

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