THIS WEEK’S PODCAST
People who think AI will be the answer to everything may be sorely disappointed Listen
Tax and estate planning are ripe for missing nuance.
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"You're still going to do my taxes...right?"
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It's all about creating better client outomces.
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"I always start with why"
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There are things you only learn from actually going through the process
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Clean books and clear value—why your financials matter in any M&A deal.
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The great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients
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You have to remember this is, first and foremost an investment.
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You have to remember this is, first and foremost an investment.
Listen
