Sep 25, 2023
One of the most common questions Steven gets is "what software tools can help me get tax planning done". In this week's episode Steven is joined by the Founder and CEO of FP Alpha, Andrew Altfest, to explore that question. Andrew is the President of his own RIA so everything FP Alpha does from a software standpoint...
Sep 18, 2023
In this special episode Steven is joined by Brook Cecil, Directory of Accounting Services at Belay Solutions to tackle a topic most advisors probably need help on themselves (and potentially could benefit some of your clients. Brook and Steven discuss the value of good bookkeeping, how bookkeeping needs evolve overtime...
Sep 11, 2023
In this week's episode Steven is joined by Louis Retief, Co- founder and CEO of Hubly, a software platform dedicated to helping Advisors have incredible systems. Louis has been around financial planning most of his life and for years now has been passionate about helping Advisors have better processes in their...
Sep 4, 2023
Returning guest Thomas Kopelman of allstreet Wealth is back on the show to talk about the evolution of tax planning in his practice and share specific ways he is helping business owners save thousands. Steven and Thomas talk about the complexities that can come with great tax planning and Thomas shares how he has been...