Becoming the Uber of tax planning with Libby Greiwe
Retirement Tax Services Podcast
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Streamlining Success: Processes in Financial Planning
This chapter focuses on the essential role of effective processes in the financial planning industry, highlighting the speaker's personal journey towards achieving a healthier work-life balance. It emphasizes the need for structured approaches in tax planning to enhance client experiences and satisfaction. By drawing parallels with user-friendly services like Uber, the discussion stresses the importance of anticipating client needs and providing seamless service from the outset of the client relationship.
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