Content Library

Expert Digital Marketing and Taxes with Olivia Luper

Great marketing is about helping someone move away from pain and towards pleasure.

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Tax planning is not a 1 and done offering with Libby Griewe

It takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.

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Taxes and investing, a deep dive with John Wilson and Joe Hohn

There is more to tax efficient investing than simply choosing an ETF.

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Taxes and Podcasts, breaking down complex topics with Benjamin Brandt

Every advisor should be creating content of some kind

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Tax thoughts for buying a practice with Jonathan Bird

Hard work matters. Success is about having great systems and then relentlessly executing.

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Asking the right questions on taxes with Meghaan Lurtz

Asking questions often makes people defensive, but there are other ways to get people to open up.

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