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Pulse of the Practice

Feb 27, 2024

Paul and Mo have a discussion around financial advisors shifting to tax planning and how that could impact the profession. 


Feb 20, 2024

And just like that… 2024 is here! Paul and Mo are back at it to check on the pulse of the practice. 


Dec 20, 2023

Paul and Mo have a lot to catch up on! This week they share their thoughts on trends from the last couple of events they've been to. 


Nov 16, 2023

Special Edition from SYNERGY 2023 broadcast...


Oct 31, 2023

Paul and Mo have a discussion around trends in the profession and possible steps we can take to address some of the challenges.