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

The Shift from Cash Flow to Wealth with John Poole

It’s just math, not smoke and mirrors.

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Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

What is your job as an advisor?

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Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty

Creating a process of success in bringing on a new advisor.

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