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
Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]
Surge just works, right?
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Encore Episode: How Surge Works For New Relationships And Clients.
How to manage expectations and communicate the value of surge to new clients.
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The Power of Relationships in Wealth Management with Scott Danner [Episode 320]
Money is a tool to be used.
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