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Pulse of the Practice

Jul 27, 2020

Will and Paul sit down with Wayne Shelton, owner of Shelton & Associates, to talk about how their shift to being advisory centric changed his plans and approach to his succession planning.

Jul 20, 2020

Will and Paul sit down to reflect on the first half of the year, and look forward to the second half. Not a surprise that there is some covid talk here, but the conversation centers on a couple key conversations that likely need to happen with many of your clients.