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Pulse of the Practice

Feb 28, 2022

Paul and Will are joined this week by Terrell Turner. Terrell shares his unique story – but also his unique approach. Listen in on how sharing knowledge was – and is – a key to the growth of his young firm. We are certain you will enjoy this conversation, and hopeful you will get some inspiration. You can learn...

Feb 21, 2022

This week Will and Paul discuss the topic of where to focus – tools or staffing? While often conversation goes to ranking or prioritizing these two items which compete for our attention, what if a different approach is in order? Listen in, perhaps a new thought process for you.

Feb 14, 2022

This week Will and Paul are joined by David Snider, Founder and CEO of Harness Wealth and Harness Tax. David brings some great insight into helping your clients who are building some, or all, of their wealth through equity. Listen in for some great insight into the mindset of that customer, and how you can better get in...

Feb 7, 2022

This week Will and Paul are joined by Majaliwa Bass. While Majaliwa does work at Thomson Reuters, she also owns a successful small business on the side. Hear about her frustration with a prior accountant and success with her current accountant. She discusses her cry for help, and how the former CPA missed that cry. If...