Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
How Does a Financial Planning Firm Work for Small Business Owners?
withew duncan: The first process is down loading the situation. And sometimes thit can take two to three meetings, usually asking for a lot of documentation. Once we have an understanding of that, that tends to transition into a financial planning engagement where we do a deep dive. We like to do a single page visual that tries to lay out all their assets and lays out the cash flow,. Try to get them to understand, here's what needs to be doing.
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