THE PERFECT RIA |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]

Making Taxes Easy with Guest Steven Jarvis

Words Matter

Recommended Podcast

The Value Equation: Enhancing Client Experiences and Advisor Self-Worth

How understanding your core values improves your life.

Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Building a sustainable practice.

Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]

Creating memorable experiences for your clients.

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