Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today’s episode, Jamie will go in-depth on why you need to have clear metrics in your firm, a clear definition of what it means to deliver massive value to your clients, and filters to determine what is and isn’t value.
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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