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

How Investments Work With Your Clients [Episode 255]

Prioritizing communication over an investment-centered mindset.

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

Contact Us

Join our Program

Have you heard about the successes of another Advisor by participating in our program? Do you need the tools and accountability to build your 7-figure highly profitable, hyper efficient, lifestyle practice? We would love to talk to you. And, we would love to thank you whomever referred you. Give us your information, and theirs, and we will connect with you and thank them!

Your Name(Required)

First Last

Email(Required)

Phone(Required)

Who referred you?

Name(Required)

First Last

Email(Required)

CAPTCHA

Follow Up Friday – Tax Planning In 2023

Recommended Podcast

How Investments Work With Your Clients [Episode 255]

Strategic Client Onboarding and Enhancing Tax-Related Value

Creating Value Adds from the Tax Return

Contact Us