Ep 23: Cutting Out Confusion Adds Huge Value From Advisors


Manage episode 296348751 series 2940942
By Prajin and Steven Jarvis. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

If you currently provide tax-related services—or you’re considering adding them—do your clients really understand what that means? When you tell people you provide tax planning, what exactly are you taking responsibility for? On today's episode Steven talks about the value of making sure that your client knows what you do, and then delivering on those expectations.

61 episodes