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
A Trust Will Solve All My Problems… [Episode 294]
Navigating estate planning with your clients.
See More
Beyond the Numbers: The Human Side of Retiring
Helping clients understand their purpose in retirement.
See More
The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]
Supporting clients beyond financial aspects.
See More