THIS WEEK’S PODCAST
Unlocking the Value of Tax Planning for Advisors Listen
The best estate planning happens when you bring multiple generations to the table.
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You need to be qualified AND memorable.
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You have to start by understanding who you want to be and to whom.
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Proactively calling clients is one of the best ways to change their experience.
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You've got to take care of the basics first, but there is more out there.
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I'm DIYer, I'm all about that but there are limits and it's important to know what they are.
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Sometimes the basic stuff is the best stuff.
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This has to be situation-specific. Seemingly similar situations can have polar opposite recommendations.
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Just giving your employees more money doesn’t necessarily solve their problems.
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You are definitely the least boring CPA.
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