THIS WEEK’S PODCAST
Exponential return on investment in an EA doesn’t come from the hours you save; it's getting to do the things you would never have done. Listen
Exponential return on investment in an EA doesn’t come from the hours you save; it's getting to do the things you would never have done.
Listen
People who think AI will be the answer to everything may be sorely disappointed
Listen
People who think AI will be the answer to everything may be sorely disappointed
Listen
"Where does the next $1,000 of deductions come from?"
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"RMD is only the MINIMUM you have to take; that doesn't make it the right amount."
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What I care about the most is people taking action
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It's all about creating better client experiences
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People think they know their numbers, the reality is they're usually wrong
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The only thing you HAVE to do in the financial world is file a tax return.
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Why would we ever use hypothetical numbers when we have so many real-world examples?
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