THE PERFECT RIA |Follow Up Friday - Tax Planning In 2023

What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing processes so you’re not constantly reinventing the wheel? How many times are you interrupted by notifications and messages? Listen in as we cover this week’s highlights and action items.

Listen to this week’s episodes:

Tax Planning In 2023 [Episode 186]

What Works Wednesday – Creating Systems and Processes With Cameo Roberson

Worlds to Conquer – Goal Setting: Email And Chat

Recommended Podcast

When Marketing Works

Being strategic with your marketing and content calendar.

How Investments Work With Your Clients [Episode 255]

Prioritizing communication over an investment-centered mindset.

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

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Follow Up Friday – Tax Planning In 2023

Recommended Podcast

When Marketing Works

How Investments Work With Your Clients [Episode 255]

Strategic Client Onboarding and Enhancing Tax-Related Value

Contact Us