Podknife - Follow Up Friday - Tax Planning In 2023 by The Perfect RIA

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Follow Up Friday - Tax Planning In 2023

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 |: Jan 13, 2023
Episode Duration |: 00:13:10

What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing processes so you’re not constantly reinventing the wheel? How many times are you interrupted by notifications and messages? Listen in as we cover this week’s highlights and action items.

Listen to this week's episodes:

Tax Planning In 2023 [Episode 186]

What Works Wednesday - Creating Systems and Processes With Cameo Roberson

Worlds to Conquer - Goal Setting: Email And Chat

http://bit.ly/3PZQR9i

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