What You'll Learn In Today's Episode:

  • Why you need to have open communication with clients.
  • The importance of a morning ritual.
  • What Matt and Micah’s teams do during surge weeks.
  • The benefits of having a home office.
  • Why you should make clients aware of what tax bracket they’re in.

Podcast Article:

Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients. They will share what their teams do to maximize efficiency during a surge week and ensure things run smoothly.

Listen in as they explain the importance of systematizing everything you can, so you can be certain your clients and employees know what they can expect from you and your team. You’ll learn the benefits of having a morning ritual, why open communication with clients is key, and what question you should start asking to set the right tone in your practice.

Recommended Podcast

Worlds To Conquer – What Is BackStage Pass?

Learning from real experiences to help you grow your practice.

See More

What Works Wednesday – Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat

Where do you fall on delivering tax value to your clients?

See More

10X Your Practice By Going Old School [Episode 197]

If your work isn’t hyper-intentional, you’re just playing office.

See More

Contact Us