Sep 30, 2024
In this episode, Steven is joined by Ted Jenkin, President at Exist Stage Left Advisors and a former financial advisor who grew and sold his practice before helping countless other business owners do the same. Ted and Steven discuss several aspects of business sales, including why a business owner (financial advisor or...
Sep 23, 2024
In this episode Steven is joined by Emily Millsap, CFP®, from Avantax Wealth Management for a great conversation around the value (and best practices) on integrating tax in the client service experience for financial planners. Emily dives into the details and shares how she creates, refines and updates processes that...
Sep 16, 2024
Steven is joined this week by Bryan Eberle of Nepsis Inc. Bryan spent decades working in and around the CPA world before joining a wealth management firm to oversea the integration of tax into their client service. Bryan shares insight from working with over 250 CPA firms throughout his career about the power of...
Sep 9, 2024
In this episode Steven is joined by CPA, CFE and former IRS Special Agent Robert Nordlander to dive into the word of criminal enforcement around taxes. Robert shares from his years of experience working for the IRS and working with taxpayers since leaving the IRS and provides incredible insight and wisdom into...
Sep 2, 2024
In this episode, Steven is joined by Dr. Robin Henager from Whitworth University where Steven used to be an adjunct professor. Steven and Robin discuss the power of education in leveling up as a financial advisor and the overlap of theoretical and practical learning in the real world. Dr. Henager shares the approach...