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
The Art of Selling- Mastering Communication for Sales Success for People in Finance
Setting the tone for your team.
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From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
The power of intentionality in an advisor’s day.
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Unique Abilities and Unbreakable Rules for Advisor Success
Crafting your unique value and leadership essentials.
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