THE PERFECT RIA |10Xing, Technology, and Toxic Charity

Are you so focused on 10Xing that you forget to do the work needed because you assume that truly will be easier than 2Xing? How are you leveraging technology to increase the value you’re delivering to clients? Are you guilty of not following your own rules and boundaries, thinking that it’s helping others? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Trying To 10X? Just Do The Work! [Episode 212]

Leveraging Technology With Guest Ben Goss

Charity Is Toxic?

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

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