What Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace
Making changes within your practice can be a difficult decision to make, especially when that involves bringing in a partner or making the leap to implement surge meetings. On today's What Works Wednesday, Matt is joined by Monica Osborne and Colleen Wallace from CorLux Financial in Eugene, Oregon, to discuss their experience in creating a partnership as well as their process of implementing surge meetings.
Monica and Colleen will share that while they are both CPAs, they felt that they could provide their clients with the highest value through financial planning. In addition, they'll discuss…
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