In this episode, Jarrod sits down with Stevy Levy, a CPA & JD, and Stacy Phillips, a CFP™, to delve into implementing a PTO (Paid Time Off) policy in your practice. They explore the benefits of having a well-defined PTO policy for employees and employers, discussing its impact on productivity, morale, and work-life balance. Tune in to gain valuable insights on an effective PTO policy that supports your practice's success.

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