THE PERFECT RIA |Follow Up Friday - Tax Planning In 2023

What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing processes so you’re not constantly reinventing the wheel? How many times are you interrupted by notifications and messages? Listen in as we cover this week’s highlights and action items.

Listen to this week’s episodes:

Tax Planning In 2023 [Episode 186]

What Works Wednesday – Creating Systems and Processes With Cameo Roberson

Worlds to Conquer – Goal Setting: Email And Chat

Recommended Podcast

Bitcoin [Episode 284]

Communicating with clients on risky moves.

Leveling Up Leadership and Letting Go of Limits

Dilemmas with delegation and cultivating your inner circle.

Whose Table Do You Want a Seat At?

Championing your own life.

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Follow Up Friday – Tax Planning In 2023

Recommended Podcast

Bitcoin [Episode 284]

Leveling Up Leadership and Letting Go of Limits

Whose Table Do You Want a Seat At?

Contact Us