Jan 28, 2022
In episode 198, co-hosts, Jan O'Brien and Matt Emerson discuss the Fed's recent rumblings of 4 rate increases in 2022 and how that will affect your clients. Are you prepared for the conversation? Let's jump in...
Jan 15, 2022
In episode 197, co-hosts, Jan O'Brien and Matt Emerson walk you through the steps of creating a monthly update video including a piece on actually creating your template in Canva.
Jan 7, 2022
We'll discuss the steps to take to start 2022 strong. Did you accomplish your 2021 goals? What worked well for you? Did you get off track? Why? What did you learn? We'll tackle those questions and set you up for an EPIC 2022!