Practice Management

22 posts

Practice Management

Practice Management

Rethink: The Age of Digital Intimacy

May 13, 2024 1 min read

Practice Management

Leaders of Transformation Podcast

Apr 5, 2024 1 min read

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The AI "Bubble"

Dec 23, 2025 1 min read

The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts

Dec 22, 2025 1 min read

What to do with your US-based IRA if you live in Canada

Dec 19, 2025 1 min read

Estate Planning

FPCBO 9: Post Mortem Planning with Trevor Parry

Dec 18, 2025 1 min read

Financial Planning

The best introduction to personal finance I have ever read

Dec 17, 2025 1 min read

How To Win Premiums and Influence People

Dec 16, 2025 1 min read

Consumer Behaviour

New Research On Why Supporting Local Restaurants Means Showing Up In-person

Dec 15, 2025 2 min read

FPCBO 8: Cyber Insurance with Greg Markell

Dec 12, 2025 1 min read

Why Index Funds Aren't Going to Break the Market

Dec 11, 2025 1 min read

Tax

Dying to Pay Taxes

Dec 10, 2025 1 min read

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