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.
Tax planning mistakes and team communication.
See MoreThe need for consistent and respectful follow-up
See MoreWhy intentional tax planning is necessary.
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