THIS WEEK’S PODCASTIf you can't communicate it well, it won't work. Listen
Exponential return on investment in an EA doesn’t come from the hours you save; it's getting to do the things you would never have done.
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People who think AI will be the answer to everything may be sorely disappointed
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People who think AI will be the answer to everything may be sorely disappointed
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"Where does the next $1,000 of deductions come from?"
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"RMD is only the MINIMUM you have to take; that doesn't make it the right amount."
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What I care about the most is people taking action
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It's all about creating better client experiences
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People think they know their numbers, the reality is they're usually wrong
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The only thing you HAVE to do in the financial world is file a tax return.
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Why would we ever use hypothetical numbers when we have so many real-world examples?
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