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 Importance of Professional Guidance in Selling Practices With Ted Jenkin

You gotta be willing to take the pain

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The Truth About Tax Loss Harvesting [Episode 365]

Providing value is always work

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Navigating the Annuity Landscape With Tracy Lownsberry

Suitability does not mean ethical

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