THIS WEEK’S PODCAST
The great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients Listen
I don't know how you can do financial planning without touching taxes
Listen
It's very difficult to sell a business that isn't growing
Listen
Let's all talk so we make sure everything is taken care of
Listen
Same question, different professional, different answer
Listen
IRS agents are people too
Listen
Education is great, but hands-on experience is always powerful!
Listen
Client Selection Might Be The Best Protection
Listen
Start With Client Question: “What do you offer in terms of tax planning?”
Listen
It's not just about delegating the things you don't want to do.
Listen
There's always more than just the technical details.
Listen
