THIS WEEK’S PODCAST
People who think AI will be the answer to everything may be sorely disappointed Listen
"There is more to tax-efficient investing than simply choosing an ETF."
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You have to start with the basics and layer on complexity.
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It's easy to forget that people don't know things unless you tell them.
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Every money decision has a tax impact, and that's especially true for healthcare cost.
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The best estate planning happens when you bring multiple generations to the table.
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You need to be qualified AND memorable.
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You have to start by understanding who you want to be and to whom.
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Proactively calling clients is one of the best ways to change their experience.
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You've got to take care of the basics first, but there is more out there.
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I'm DIYer, I'm all about that but there are limits and it's important to know what they are.
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