Creating Content, Simplifying Taxes, and Why Words Matter
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]
Recommended Podcast
The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan
We don’t invest in projects
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Head Trash: Overcoming Mental Barriers in Advising [Episode 355]
Focus your conversations on value
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Building a Collaborative Financial Firm With Matthew Daugherty
The Dangers of Competing on Price
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