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. |
Oct 17, 2023
This week Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, to discuss the beneficial ownership information (BOI) reporting rules.
Oct 10, 2023
| Paul and Mo have a discussion around new staff expectations, flexible work environments, hybrid/remote, and more. |
Sep 26, 2023
| This week Paul and Mo talk about client onboarding; the initial phase of internal client onboarding, the client facing advisory onboarding, and the next phase of client onboarding to ensure value recognition and measure success and progress in the relationship. |