In this recap episode, Amber discusses the importance of intentional communication with clients and the value of simplifying complex topics. She then explores the topic of Roth conversions and taxes, emphasizing the need for annual conversations with clients. Amber then transitions to the implementation of Surge meetings, the benefits they provide for clients and advisors, and when is the best time to schedule them throughout the year.
 
				            					How technology can increase your productivity and the value you deliver to clients.
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				            					It’s a fear more than an actuality
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				            					Learning from conferences, asking the right questions
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