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OUR SHOWS

  • Millennial Mind
  • Entrepreneurial CPA Show
  • A Look Into The Future
  • Masters of Innovation
  • Breaking Free of the Box
  • CPA Perspective Podcast
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LIFT: Breaking Down The Client Relationship Lead

by Paul Latham | Jul 14, 2023 | A Look Into The Future

You’ve seen the proactive planning team approach, now it’s time to dig deeper, and look at one of the key roles, the client relationship lead. Join Paul Latham as he takes us through, Breaking Down The Client Relationship Lead, on a Look Into the Future!...

LIFT: Proactive Pitch Meeting Part 1 – Setting the Stage

by Paul Latham | May 18, 2023 | A Look Into The Future

It’s important to be seen as proactive, and not reactive, especially when it comes to new clients. So, how should you position yourself for success? Join Paul Latham as he takes us through, Proactive Pitch Meeting Part 1: Setting the Stage, on a Look Into the Future!...

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Our Shows

  • Millennial Mind
  • Entrepreneurial CPA Show
  • A Look Into The Future
  • Masters of Innovation
  • Breaking Free of the Box
  • CPA Perspective Podcast
  • Weekly Dive
  • Leading Possibilities
  • Counter Point

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