You have to remember this is, first and foremost an investment. Listen
There is more to tax efficient investing than simply choosing an ETF.
ListenEvery advisor should be creating content of some kind
ListenHard work matters. Success is about having great systems and then relentlessly executing.
ListenAsking questions often makes people defensive, but there are other ways to get people to open up.
ListenReal estate comes with a lot of tax nuance but with the right help can provide tremendous value.
ListenRequesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.
ListenWith all the COVID changes the last couple of years, a lot of tax and financial professionals are going to be caught off guard by student loan changes in 2023.
ListenMore important than any designation is what you are actually doing to deliver value to clients
ListenTax information is abundant, but not necessarily helpful. Great Advisors need to make sure they are focusing on education in their client process.
ListenFor most people $1 of tax savings is better than $10 of investment return, it's about the emotions behind it.
Listen