THIS WEEK’S PODCAST
Unlocking the Value of Tax Planning for Advisors Listen
"Taxes HAVE to be part of the discussion"
ListenTax planning has to be specific to the client situation, generic advice doesn't work.
ListenBuilding the right system will help you serve more of your ideal client AND serve your clients more efficiently so you can have the business and life you really want.
ListenTax planning provides value that is a multiple of our fee and that's just one of the services we provide.
ListenYou have to be able to help clients turn down the emotional volume.
ListenSome taxpayers are embarrassed to share the details of their tax life so you have to get the actual tax return as an Advisor.
Listen"There is so much power in learning from other people who are actively 'doing'"
ListenBuying a tax practice is not an overnight success.
ListenCan you really be 'comprehensive' if you're still looking for new value to add?
ListenYou have to know whether you are building a SpaceX Rocket or the Hogwarts Castle.
Listen