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

Learning Opportunity or Time To Go [Episode 279]

The Consequences of Failing to Set Clear Boundaries

The Devil’s in the Details: Mastering Professionalism and Digital Discipline

Professionalism and intentional living in a distracted world.

Is This The Grind?

Setting the tone for your team.

Contact Us

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Follow Up Friday – Tax Planning In 2023

Recommended Podcast

Learning Opportunity or Time To Go [Episode 279]

The Devil’s in the Details: Mastering Professionalism and Digital Discipline

Is This The Grind?

Contact Us