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.
ListenYou need to be qualified AND memorable.
ListenYou have to start by understanding who you want to be and to whom.
ListenProactively calling clients is one of the best ways to change their experience.
ListenYou've got to take care of the basics first, but there is more out there.
ListenI'm DIYer, I'm all about that but there are limits and it's important to know what they are.
ListenSometimes the basic stuff is the best stuff.
ListenThis has to be situation-specific. Seemingly similar situations can have polar opposite recommendations.
ListenJust giving your employees more money doesn’t necessarily solve their problems.
ListenYou are definitely the least boring CPA.
Listen