In today’s episode, we’re recapping this week’s highlights. We’re revisiting the prospect process with Monday’s guest, John Barron, and the importance of educating prospects and highlighting an advisor’s unique value to avoid commoditization. In addition, we’re recapping employee compensation and how both employees and employers can navigate through that process, as well as the recommendation for employees to focus on becoming indispensable.
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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