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

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Encore Episode: What Are Prospects ACTUALLY Saying

Confidence and understanding with client questions.

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The M&A Playbook for Financial Advisors with Ted Jenkin

Every deal is negotiable

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Prospecting That Works [Episode 317]

Practice is key

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