Everyone gets distracted sometimes, but are you noticing when you’re playing office versus doing the work that will help propel you further? Do you realize that on some level, you’re likely already doing some type of tax planning for your clients, but you may or may not be getting credit for it? Do you feel like you’re doing the work and not seeing the results, or maybe you just haven’t realized yet that your actions contradict your goals? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Moving The Needle [Episode 196]

What Works Wednesday – Tax Planning With Guest Steven Jarvis, CPA

Worlds to Conquer – Stop Being A Slacker

The Perfect RIA Nation Power Session – March 29, 2023 – Save Your Spot Today!

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Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]

Understanding risks with your fee billing.

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From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

Learning from other successful companies.

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Year-End Business Planning How To

Business planning and the path to your goals.

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