Click to Play

Using software for tax projects can’t replace the expertise of a skilled financial planner or human touch and understanding. The craftsman behind the tools matters more than the tools themselves.
Podcasting as a niche-focused, engagement-driven client communication tool is powerful and can enhance an advisor’s influence. Understand that your authenticity matters and that active listening is imperative as a financial planner.
Starting from the prospect’s first impression, do you understand the significance of new client onboarding and the lasting impact it creates? You need to provide exceptional value and a rich experience that exceeds expectations, all the way from initial interactions to long-term relationships.
Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

You Can’t Do A Tax Projection Without Software…Or Can You? [Episode 219]

Cutting Through the Noise With Guest Matt Halloran

Dude, You Started It!

Recommended Podcast

Decoding Delegation, Client Themes, and Hiring Wisdom

Leadership secrets, effective delegation, and successful team management strategies.

See More

You Promised What?!

Hiring truths: no promises and earn your place.

See More

The Power of Working in Themes with Guest Libby Greiwe

The power of themed financial planning and continuous client education.

See More

Contact Us