May 18, 2022
This week Will or Paul mention lyrics from Boyz II Men….which one will it be? Why would they do that? Listen in as we chat about trends that have moved over the past 3 years, and those that have persisted.
May 2, 2022
This week Will and Paul are joined by Donny Shimamoto, the Founder and Managing Director of Intraprise TechKnowledgies. We discuss things to look at in terms of evaluating technology, and get into looking at the client experience as it relates to the technology in play with your firm. We hope you enjoy...
Apr 25, 2022
With the deadline in the rearview mirror, Will and Paul talk about capitalizing on the opportunities uncovered during tax season.
Apr 18, 2022
This week Paul and Will discuss the topic of inflation. While often discussed in terms of personal spending, what does this mean for the firm owner? What does it mean for your conversations with clients? We hope you get some great value from this conversation.
Mar 21, 2022
This week Will and Paul discuss the importance of focusing past 4/15 for the sake of your team. Yes, we know that April 15th hasn’t occurred yet – but what could be the benefit of firm owners putting their eyes downfield and involving their team even while still busy?