THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • How working on two businesses helped Dave have a forcing mechanism in place to not play office.
  • Why you need to look at where in your day you’re wasting your time.
  • Why tax planning should be looked at as year-round value to your clients.
  • That a part of tax planning is the emotional and behavioral aspects and explaining to your client.
  • Why you need to narrow down your niche.
Table of Contents

Playing office is a hard habit to break. We all do it, but have you taken the time to look at where you’re wasting your time and the impact it’s having on your practice? On today’s episode, Matt is joined by Dave Zaegel from CWOs for Hire to share how running both a tax practice and financial planning firm forced him to be hyper-intentional with his time and how his tax background has added to the value he’s able to provide his clients.

Ideas Worth Sharing:

‘It is always a challenge no matter where you are in your practice.’ - Dave Zaegel Share on X ‘Playing office is both a waste of time, but it’s also toxic to your success.’ - Matthew Jarvis Share on X ‘You still have to go through all the steps of getting your message out there over time and providing massive value.’ - Dave Zaegel Share on X

Resources In Today's Episode:

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