THIS WEEK’S PODCAST
You have to remember this is, first and foremost an investment. Listen
You have to remember this is, first and foremost an investment.
Listen
You have to remember this is, first and foremost an investment.
Listen
Just like any other planning, it all comes back to client's goals.
Listen
You have to be precise, or it doesn't count.
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You want to partner with someone committed to getting things right
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There is a difference between 'over-solicited' and 'over-served.
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Find things that need to be done, but you don't have to be the one to do them.
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I paid my current accountant triple what I paid the last one, and I love it.
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You have to be willing to hold people accountable; building relationships is a commitment.
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If you can't explain something in 3 minutes, you're not as smart as you think you are
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