You have to remember this is, first and foremost an investment. Listen
How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.
ListenHow to deliver value when having tax conversations with clients.
ListenHow to communicate effectively so that your clients can make informed decisions.
ListenHow to ensure you are providing rock-star level value to clients through offering appropriate and strategic tax planning.
ListenHow you can improve the relationship between Tax Planner and Advisor (regardless of which title you fall under).
ListenThe value in setting up a legacy plan for your clients and how to collaborate with others to ensure the best outcome.
ListenNatalie joins the show to discuss how she helps her clients to get clear on what that ‘net’ dream really looks like.
ListenJeremy Keil shares several insights from his own practice as well as a couple of ways that he helps clients get value from the process.
ListenJohn Scherer, Founder of Trinity Financial Planning, joins the show to discuss how he shares the value of tax planning with his clients.
ListenTaylor Schulte joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.
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