2min chapter

Retirement Tax Services Podcast cover image

Tax thoughts for buying a practice with Jonathan Bird

Retirement Tax Services Podcast

CHAPTER

How to Get Paid Leads

Jonathan has been calling every RIA in Arizona with less than 100 million so you got really specific on here's who we want to try and target. Even though that particular piece of the business or that particular part of the plan didn't go as intended you're still putting in the hard work and that's usually where the results come from he says. Jonathan: My dad always kind of preached that growing up and turns out he was right as we're recording this right after Father's Day that is a very apt reference okay so so Jonathan we'll come back to this a minute because we'll compare the two talk about your experience with with getting paid leads.

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