The Rosetta Stone to Delivering Massive Value [Episode 81]

The Perfect RIA - Podcast autorstwa Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Podcast artwork

Kategorie:

Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients.  You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj

Visit the podcast's native language site