How much time, energy, and practice do you put into preparing for client events or meetings? Do you have a plan for when things will go wrong? How intentional are you when you’re presenting to clients? What rules of escalation do you have in place for your team? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

F*ing WORK! [Episode 200]

What Works Wednesday – Improving Your Presentations Through Comedy With Guest Cory Michaelis

Worlds to Conquer – Executive Assistants And Email Delegation

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Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

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Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

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Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

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