Follow Up Friday – Moving The Needle
Everyone gets distracted sometimes, but are you noticing when you’re playing office versus doing the work that will help propel you further? Do you realize that on some level, you’re likely already doing some type of tax planning for your clients, but you may or may not be getting credit for it? Do you feel like you’re doing the work and not seeing the results, or maybe you just haven’t realized yet that your actions contradict your goals? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Moving The Needle [Episode 196]
What Works Wednesday – Tax Planning With Guest Steven Jarvis, CPA
Worlds to Conquer – Stop Being A Slacker
The Perfect RIA Nation Power Session – March 29, 2023 – Save Your Spot Today!
Recommended Podcast
Creating Value Adds from the Tax Return
Maximize tax season value with surge periods and collaboration.
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Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
Structuring your client onboarding process.
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