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Pulse of the Practice

Aug 3, 2020

Will and Paul are joined by Steve Nickles to talk about dealing with customers during possible bankruptcy scenarios. Steve is a law professor at Wake Forest, specializing in commercial transactions and bankruptcy. He has been a long time partner of Thomson Reuters through Checkpoint Learning, helping educate on numerous...

Jul 27, 2020

Will and Paul sit down with Wayne Shelton, owner of Shelton & Associates, to talk about how their shift to being advisory centric changed his plans and approach to his succession planning.

Jul 20, 2020

Will and Paul sit down to reflect on the first half of the year, and look forward to the second half. Not a surprise that there is some covid talk here, but the conversation centers on a couple key conversations that likely need to happen with many of your clients.

Jun 29, 2020

Will and Paul are joined by Angie Grissom from The Rainmaker Companies to discuss the concept of co-creating with clients. We hope you snag some tips from this conversation around building solutions with prospects – before they are even clients – to help establish long lasting advisory relationships.

Jun 22, 2020

Will and Paul are again joined by Shaun Hunley, Executive Editor for Checkpoint, to discuss the increasing importance of the Wayfair ruling. The combination of states looking for revenue, and businesses being forced to new methods have put the advisors in the position of needing to discuss this with their customers –...