THIS WEEK’S PODCAST
There isn't anything you don't know once you have a tax return. Listen
Building 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.
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Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.
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You have to be able to help clients turn down the emotional volume.
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Some taxpayers are embarrassed to share the details of their tax life so you have to get the actual tax return as an Advisor.
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"There is so much power in learning from other people who are actively 'doing'"
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Buying a tax practice is not an overnight success.
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Can you really be 'comprehensive' if you're still looking for new value to add?
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You have to know whether you are building a SpaceX Rocket or the Hogwarts Castle.
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"Action is more important than getting things 'just right'’
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Make life decisions first, and then sort out the tax implications. Taxes shouldn't be the reason to stay married but that doesn't mean they have to be a surprise in April.
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