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
Encore Episode: How Are You Accountable When You Make a Client Mistake?
Handling mistakes and transparency with clients.
See More
Navigating Client Mistakes: A Guide for Advisors [Episodes 316]
Mistakes happened, now what?
See More
Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin
elements that can make or break a potential sale
See More