THE PERFECT RIA |Creating Content, Simplifying Taxes, and Why Words Matter

How much and what are you doing to create and prepare for sharing content? Discussing tax strategies can be hugely beneficial for your clients, but are you simplifying explanations? How much weight do you give to the words that you’re using? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Creating Valuable Content [Episode 209]

Making Taxes Easy with Guest Steven Jarvis

Words Matter

Recommended Podcast

Is This The Grind?

Setting the tone for your team.

Yes, It Is Your Dress [Episode 278]

Leading by example: setting high standards for your team.

Avoiding Common Advisor Pitfalls and Embracing Sales Excellence

Lessons in efficiency and effective communication.

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