4 min listen
113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
10 minutes
Released:
Apr 20, 2023
Format:
Podcast episode
Description
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis---------------LINKS FROM THIS EPISODE:Grab Steven's Book Don't Get Killed On Taxes Here!Grab the 37-Point Tax Checklist Here!(Email your receipt to efficientadvisor@gmail.com to get your BONUS)Sign up for the RTS Webinar Here: Use Promo Code “LIBBY” to save 50%Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value Check out Steven's tax content here!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Apr 20, 2023
Format:
Podcast episode
Titles in the series (100)
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