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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

How to Make Money With Tax Management Vesting

So as it's evolved for you like version one i mean what you were describing like tax management vesting the state playing like you're essentially just writing like cfp board topic list kinds of things and just kind of sound sounding off in the areas. so as you did enough of those you started making your own version of okay i'm gonna make my own powerpoint  and I think i want to include these visuals because i keep describing and it's coming up, he says. So when jeff rans sold the business they brought out a video crew the new owners and videotaped me doing a couple classes and i noticed the book they took some of my handouts asked me if they

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