April 7, 2013 Richard and Joe discussed success and leadership skills with Donald Green. Mr. Green is the Vice President…
June 24, 2012 On Sunday June 24th, Richard and Joe welcomed Dan Yates, Steven Sefton, and Sean Puckett of Regents…
May 15, 2012 On Thursday, May 3rd, Richard was the featured speaker at the monthly ExecuNet networking meeting in Carlsbad,…
December 17, 2011 I just finished reading the recent report titled CPA Horizons 2025 which was put forth by the…
I am pleased to share with you that Drew Freides of UBS Wealth Management Americas has been named by Barron's…
The concept of "command and control" is dead. It has been replaced by "connect and collaborate." Your best currency in…
A Professional's Guide to Collaboration (and how we use it in the Family Office World) The marketplace is driven by…
February 10, 2018 Alex Sonkin joined the show to talk about how CPAs can work smarter, not harder. Traditional CPA…
July 26, 2014 W. Patrick Edwards, owner of Antique Refinishers Inc. and the American School of French Marquetry Inc., joined…
April 9, 2017 Listen to Podcast of the Bonus Track This week Joe and Richard welcomed the beloved and notable…