The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

068: 13 Easy Value Adds that You Can Implement Right Now

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Tax Return Analysis Is a Lot More Time Consuming Than You Think

A tax return analysis is going to be a lot of work and you really can't probably execute it for everyone. I think that's the other thing we sometimes get a little twisted on is these value ads have to be the same year over year. In fact I suggest that you mix it up. And maybe periodically you come back and revisit some of these which is kind of cool because let's say you do like a beneficiary update every couple of years. We'll talk about that here in a sec.

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