Do you have your line in the sand that you know you won’t cross with your clients? What happens if they cross that line or if they don’t take your advice? Have you thought about how you need to approach your aging clients or clients with aging parents to discuss how they want to plan their future care? What about your prospects? Are you working with the right people or do you think that anyone who hires you is the right client? 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