Apr 9, 2024
| In this week's special episode… what makes it special you ask? They're on video! Paul talks about a common client relationship challenge when other professionals are involved in a transaction. |
Apr 2, 2024
| In this week's episode, Paul and Mo are joined by Julia Hampton, CPA. They discuss client and staffing challenges, and the importance of change and thinking different for a better work life balance. |
Mar 26, 2024
| This week, Paul and Mo are joined by Bryan Amberg, Business Advisory Consultant with Thomson Reuters Professional Services, and hear his perspective and experience working with firms in an advisory capacity. |
Mar 12, 2024
| Paul and Mo are joined by Brad Tafoya with Tafoya, Barrett, and Associates in Durango, CO. They discuss firm challenges with staffing and bandwidth, and how Brad was able to overcome those challenges by implementing advisory first mindset. |
Mar 12, 2024
| In this week's episode, Paul and Mo are joined by Nick Magone, with Magone & Company in New Jersey. Nick shares insight on how building confidence, taking time to understand client needs, and starting even when uncomfortable, are all important factors in allowing him to keep growing his firm and moving forward in... |