In this episode, Steven Jarvis, CPA, is joined by Ben Cruikshank, President and Chief Commercial Officer at Flourish, for a conversation about the intersection of banking, cash management, and tax planning. Ben shares insights from working with thousands of advisors and affluent households, including the surprising amount of cash clients often hold outside of advisory relationships. Together, Steven and Ben discuss why truly comprehensive financial planning requires visibility into all aspects of a client's financial life - not just investment accounts.

https://zurl.co/NIchD

This episode explores how AI is changing the way financial advisors approach tax planning and client service. Steven Jarvis speaks with Fernando San Martin from Altruist about Hazel, an AI-powered tax planning tool designed to help advisors uncover opportunities in tax returns. Fernando explains that the focus is not on replacing advisors or CPAs, but on enhancing their ability to deliver consistent, high-quality insights at scale. The conversation highlights how tools like Hazel can surface tax-saving opportunities, save advisors time, and improve client conversations around tax strategy. They also discuss the importance of starting with client outcomes before selecting tools and how AI can help bridge the gap between personalization and scale.

https://zurl.co/X2oJU

Matthew Doran joins Steven Jarvis, CPA, to discuss why great tax planning isn't about memorizing rules - it's about helping clients make intentional decisions that improve long-term outcomes. From the QBI deduction to inherited IRAs and the widow's penalty, Matthew shares practical examples of how advisors can create value by proactively reviewing tax returns, managing taxable income, and collaborating closely with CPAs.

https://zurl.co/OJ2DV

Steven Jarvis is joined by compliance attorney Richard Chen to break down what compliance really means for financial advisors. They discuss how to balance providing value without crossing regulatory lines, the limitations of relying on software, and the importance of protecting client data. Richard reframes compliance as a core part of serving clients well, not something to avoid, but something to approach with clarity and simplicity.

https://zurl.co/7VC5w

Steven Jarvis is joined by Shelby Nicholl from Mureil Consulting to discuss how advisors can intentionally build better businesses and client experiences. Shelby explains that while many know her for helping advisors transition firms, her real focus is on aligning vision, operations, and client delivery. The conversation highlights the importance of defining where you are today and where you want your practice to go. They explore common misconceptions about transitions, emphasizing that the real work begins after the move when advisors must deliver on new promises.

https://zurl.co/cvTav

Steven Jarvis is joined by Phil M. Jones to explore how the right words can drive better client outcomes. Phil shares why success isn't just about expertise, but about knowing what to say at the right time. They discuss the shift from being a problem solver to a problem seeker, helping clients uncover issues they didn't realize they had. and practical ways advisors can structure conversations to build trust and inspire action. Discover practical strategies for effective communication, persuasion with integrity, and mastering conversational techniques to grow your financial advisory practice.

https://zurl.co/wHqaN

Steven Jarvis is joined in this episode by Peter Velardi of JPTD Partners to discuss how financial advisors can think more strategically about the future of their firms. They explore the shift from running a "practice" to building a true business, and why that distinction is critical for growth, scalability, and long-term value. The discussion encourages advisors to step back, plan intentionally, and position their business for both growth and optionality.

https://zurl.co/gGJEt

In this episode, Steven Jarvis sits down with Roger Pine, Co-founder of Holistiplan to explore how advisors can systematize tax planning in their practices. They discuss why Excel alone isn't enough, the importance of creating a repeatable process, and how Holistiplan helps advisors deliver richer financial planning to more clients. From the software's origin story to innovative features that streamline tax return reviews, this conversation highlights the real work behind every client, every year.

https://zurl.co/r5Jft

This week, Steven is joined by Steve Blackwell from Invito Energy Partners to explore the complexities, opportunities, and strategic considerations of investing in oil and gas. From understanding investment structures to navigating tax incentives, this episode gives advisors practical insights for guiding clients through these unique opportunities.

https://zurl.co/9C2yl

In this episode, Steven and Ted Jenkin from JPTD Partners explore the key factors that drive business valuation. They discuss why focusing on net new assets, maintaining clean and accurate financial records, and implementing effective tax planning strategies can significantly impact the value of a business. The conversation emphasizes the importance of running a business with intention and discipline, especially for owners who may want to sell in the future. Steven and Ted also highlight the role of consistent business development and how emerging tools like AI can improve efficiency, support growth, and help business owners scale more effectively.

https://zurl.co/s4Z57