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Pulse of the Practice

Jan 25, 2021

Paul and Will are joined this week by Kell Canty, CEO and Co-Founder, and John Wandrisco, Chief Commercial Officer, of Verady. As crypto currency is gaining traction, it is not only in focus for compliance – but ripe for advisory services. Listen in as we discuss the opportunity that is sitting in front of your...

Jan 18, 2021

Will and Paul are honored to have another return of Shaun Hunley, one of the Executive Editors for Checkpoint, return to talk about some of what we know now as it relates to the December 2020 legislation passage. While we hit on some high points, we also talk through the opportunity this presents once again to show your...

Jan 11, 2021

Throughout the year Paul has made some references to where Will was during the episode. This week we share why that is, as Will tells his story of how his family handled the pandemic in 2020 – and what you can perhaps apply to your firm.

Jan 4, 2021

Will and Paul talk through some predictions for 2021. What will be something that you will face as it relates to your customers? What will be an internal operating element that you must be ready to deal with? Listen in, be ready – and we will check back at the end of 2021 to see how right or wrong we really were!