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A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve.

Mar 5, 2020

Put down the spreadsheets. Stop using jargon. Assisting your clients to reach their financial dreams means focusing on their emotions. Charlie Gilkey joins Tom to discuss how you can harness your client’s emotions and motivate them to achieve their financial dreams.