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.
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.