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
What Works Wednesday – Pushing Your Comfort Zone With Bryan Garris
Why you need to get uncomfortable to take your practice to the next level.
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Best Communication Tips – You CAN Teach An Old Dog New Tricks [Episode 190]
Using technology to improve the client experience.
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Follow Up Friday – What If You HAD To Double Your Productivity?!?
Stop wishing for more time and make small changes for a big impact on your productivity.
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