THIS WEEK’S PODCAST
Tax and estate planning are ripe for missing nuance. Listen
Tax and estate planning are ripe for missing nuance.
Listen
"You're still going to do my taxes...right?"
Listen
It's all about creating better client outomces.
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"I always start with why"
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There are things you only learn from actually going through the process
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Clean books and clear value—why your financials matter in any M&A deal.
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The great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients
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You have to remember this is, first and foremost an investment.
Listen
You have to remember this is, first and foremost an investment.
Listen
