THIS WEEK’S PODCAST
Why would we ever use hypothetical numbers when we have so many real-world examples? Listen
Tying the estate planning process to other life events and milestones is a great way to keep the focus on the bigger goal estate planning looks to address.
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Great marketing is about helping someone move away from pain and towards pleasure.
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It takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.
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There is more to tax efficient investing than simply choosing an ETF.
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Every advisor should be creating content of some kind
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Hard work matters. Success is about having great systems and then relentlessly executing.
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Asking questions often makes people defensive, but there are other ways to get people to open up.
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Real estate comes with a lot of tax nuance but with the right help can provide tremendous value.
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Requesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.
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With 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.
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