THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • How often taxes should be reviewed with your clients.
  • Why your clients should wait to file their taxes.
  • How to handle conversations with clients who are in higher tax brackets
  • The spectrum of tax planning value.
  • When is a good time to connect with your centers of influence who are CPAs.
Table of Contents

Willpower is not enough! If you’re familiar with this statement, then what is your plan to make 2023 your best year ever? On today’s episode, Matt and Micah take a look at how you can kick off the year by adding value to your clients through tax planning. There are numerous tax planning opportunities, and while you don’t need to take on everything the first time, tax planning is becoming more predominant in the industry, and you don’t want to get left behind.

Listen in as Matt and Micah discuss the spectrum of working with your clients on tax planning and why you need to decide where you want to be. They’ll also share the conversations they’ll be having throughout the year with their clients, as well as why they feel that tax planning starts with you as the advisor.

Ideas Worth Sharing:

‘If I want it to be my best year ever, I’ve got to do something differently. And I think the biggest thing you can do differently is stop relying on willpower’ - Matthew Jarvis Click To Tweet ‘We have to up our game; that’s why this needs to be our best year ever.’ Micah Shilanski Click To Tweet ‘Your job as advisors is to show clients that you need to stop kicking the can and prepare.’ - Matthew Jarvis Click To Tweet

Resources In Today's Episode:

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