Having systems in place that deliver massive value to your new, and current clients, and creating processes where none exist can separate the best advisor from the second best. Listen in as Amber recaps this week’s highlights and action items creating an onboarding process that works as well as how finding your passion and educating others can help you create a hyper specialized practice.
Learning from real experiences to help you grow your practice.See More
Where do you fall on delivering tax value to your clients?See More
If your work isn’t hyper-intentional, you’re just playing office.See More