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 Software Dilemma in Financial Planning [Episode 342]

We all need the fundamentals

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Embracing Failure: Lessons from Million Dollar Producers [Episode 341]

Make 2026 an amazing year.

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Encore Episode: Why Advisors Fail

The four rules of advisor success

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