THIS WEEK’S PODCAST
Tax and estate planning are ripe for missing nuance. Listen
You have to remember this is, first and foremost an investment.
Listen
Just like any other planning, it all comes back to client's goals.
Listen
You have to be precise, or it doesn't count.
Listen
You want to partner with someone committed to getting things right
Listen
There is a difference between 'over-solicited' and 'over-served.
Listen
Find things that need to be done, but you don't have to be the one to do them.
Listen
I paid my current accountant triple what I paid the last one, and I love it.
Listen
You have to be willing to hold people accountable; building relationships is a commitment.
Listen
If you can't explain something in 3 minutes, you're not as smart as you think you are
Listen
What's dragging you away from client service?
Listen
