Innovation, Not Overhead

Learn how professional and finance service firms take advantage of their clients – and how to avoid the pitfalls of overpaying for bad advice.

Attract and Retain Millennials

No matter how much you want to make fun of the younger generation, they will become the future of your firm. Learn how to incorporate them into your culture with innovative compensation strategies.

Don’t Wait for Congress! Repeal Your Family’s Estate Tax Today

Learn how our billionaire clients have completely avoided estate taxes and built family legacies.

The #1 Thing You Must Do Before You Sell Your Company

If you want to maximize your exit value and minimize your future aggravation, you must watch this episode.

The Non-Profit: Don’t Rely on Subsidies or Donors

With disappearing government incentives and subsidies, increasing regulation and a shrinking number of donors, how is a non-profit to survive? Learn how to generate non-dues revenue and build endless endowments by changing the way the look at compensation, benefits and insurance.