THIS WEEK’S PODCAST
"You're still going to do my taxes...right?" Listen
And if that doesn't happen, I'm not doing a good job, and you should fire me.
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You have to start with understanding the goal you are trying to accomplish
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You have to start with understanding the goal you are trying to accomplish
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Getting people to move is the biggest challenge
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Systems equal comfort, comfort equals profitability
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Steven and his guest Larry Sprung go big, sharing the largest Roth conversions they've seen
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The best (and worst) ways for financial advisors to seek professional CPA referrals.
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