The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Creating Content, Simplifying Taxes, and Why Words Matter
10 minutes Posted Jun 23, 2023 at 7:00 am.
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Show notes

How much and what are you doing to create and prepare for sharing content? Discussing tax strategies can be hugely beneficial for your clients, but are you simplifying explanations? How much weight do you give to the words that you’re using? Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

Creating Valuable Content [Episode 209]

Making Taxes Easy with Guest Steven Jarvis

Words Matter

https://bit.ly/3P31k5e