There’s a lot of advice out there about how to network effectively, and the truth is that while some of it is solid stuff, plenty of it is just plain bad. So in this episode, Matt and Micah will help you sift through the tips that are totally off-base and find where networking can be a powerful marketing tool.
We hear all of the time being in the RIA space is lonely. It is hard to find like-minded individuals who want to help you to achieve success. And most likely, you often ask yourself the same question (we all do) – Where do I start? The TPR’s Starter Kit offers you access to the One Page Financial Plan, 5 Mistakes Keeping You From Getting More Clients & How to Stop Playing Office, our most popular power sessions of all time!
Tax planning mistakes and team communication.
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The need for consistent and respectful follow-up
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Why intentional tax planning is necessary.
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