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

Encore Episode: How Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients.

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Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

Mistakes happened, now what?

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Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin

elements that can make or break a potential sale

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