Podknife - Follow Up Friday - Moving The Needle by The Perfect RIA

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Follow Up Friday - Moving The Needle

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Mar 24, 2023
Episode Duration |: 00:13:32

Everyone gets distracted sometimes, but are you noticing when you’re playing office versus doing the work that will help propel you further? Do you realize that on some level, you’re likely already doing some type of tax planning for your clients, but you may or may not be getting credit for it? Do you feel like you’re doing the work and not seeing the results, or maybe you just haven’t realized yet that your actions contradict your goals? Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

Moving The Needle [Episode 196]

What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA

Worlds to Conquer - Stop Being A Slacker

http://bit.ly/3ZQng5S

The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

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