advisoradvisorsannuitiesbecomingbriancfpchadchristineclientscollaborationcompcpadavidericestateeveryfinancialgettingimpactjarvisjenkinjohnlawlearnedlifelisamarkmattmatthewmeetingsmicahmyersneedplanningpracticepremiumrerealreturnrobertrossrothrussellryanshilanskisidesmithspecialstevensucksurgeswifttaxesteamtedthrowbacktimevalueyes