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
Recommended Podcast
Lean Learning and Building True Fans with Pat Flynn [Episode 311]
Building trust through personal stories.
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Encore Episode: What Is The Perfect RIA?
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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Navigating The M&A Landscape With Jessica Polito [Episode 310]
Just keep doing what you’re doing
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