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Pulse of the Practice

Jun 29, 2020

Will and Paul are joined by Angie Grissom from The Rainmaker Companies to discuss the concept of co-creating with clients. We hope you snag some tips from this conversation around building solutions with prospects – before they are even clients – to help establish long lasting advisory relationships.

Jun 22, 2020

Will and Paul are again joined by Shaun Hunley, Executive Editor for Checkpoint, to discuss the increasing importance of the Wayfair ruling. The combination of states looking for revenue, and businesses being forced to new methods have put the advisors in the position of needing to discuss this with their customers –...

Jun 15, 2020

This week Will and Paul discuss the continued evolution of rules around the PPP. As it looks like forgiveness will be simpler to attain – does that change the value your firm is bringing your customers in this program?

Jun 8, 2020

Will and Paul and joined today by Tessa Sussner, owner of Sussner Design Company to talk about what it means to refresh your brand, and the value that can be brought by an outside expert.

Jun 1, 2020

This week Will and Paul are joined by Joey Havens, Executive Partner of Horne LLP, to discuss his mantra for this year “More with Less”. While that may sound obvious – there is more than meets the ear to this saying. Listen in and find ways you can do more with less as we continue to forge through this...