387 The Argument To Deliver Client Work With a VIDEO
Jason On Firms Podcast
00:00
Embracing Video for Tax Deliveries
This chapter explores the shift from traditional meetings to video delivery for tax returns, emphasizing the efficiency and personal connection it fosters with clients. It also addresses the challenges of managing high-touch delivery during busy tax seasons and the speaker’s journey in overcoming self-judgment to enhance client relationships.
Transcript
Play full episode
