
Ep 437: Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest with Ed Slott
Financial Advisor Success
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Transitioning from Tax Practice to Educational Firm
This chapter explores the shift from traditional tax practices to an educational model in estate planning, focusing on the unique strategy of offering lifetime support for a single fee. It emphasizes the value of client relationships, the surprise of ongoing support for clients, and the role of trust and referrals in sustaining the business.
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