THIS WEEK’S PODCAST
It's all about creating better client experiences Listen
There is a difference between 'over-solicited' and 'over-served.
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Find things that need to be done, but you don't have to be the one to do them.
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I paid my current accountant triple what I paid the last one, and I love it.
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You have to be willing to hold people accountable; building relationships is a commitment.
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If you can't explain something in 3 minutes, you're not as smart as you think you are
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What's dragging you away from client service?
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Tax Advice is ALWAYS on clients' minds.
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Paydays don't change the rest of your life
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Like anything else, annuities are all about the right fit
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Expectations are the death of gratitude
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