Does talking to your clients about their gross numbers create clarity for them or just confuse them? What if, instead, you focused on communication with your clients and shared numbers in the simplest way possible, helping to ease their concerns about moving into retirement? What if you have a strong level of technical expertise, but your clients still don’t understand your explanations? How do your team members set priorities with their tasks when it may feel as though everything is a priority. Listen in as we recap this week’s highlights and action items.
Being intentional with your time and staying on track instead of playing office.See More
What is stopping most people from achieving a level of greatness?See More
Where do you fall on delivering tax value to your clients?See More