Mar 14, 2023
Paul and Mo have a discussion around the annual ceremony of receiving client information and how to make that process efficient and uneventful.
Mar 7, 2023
Clients who bring stress to the firm during the busiest time, how can you be proactive with them now? Paul and Mo discuss setting the client pace for this tax season.
Feb 28, 2023
This week Paul and Mo have a discussion regarding prospects, ideal client, and why defining and following the process is important.
Feb 21, 2023
And just like that… 2023 is here! Paul and Mo have a chat about key learnings from 2022 and things to consider for 2023.
Dec 19, 2022
Thank you so much for being a constant listener to our podcast! We are taking a short break as the holidays approach. We wish you all the happiest and safest holiday season, and we will be back soon in 2023!