Tax thoughts for buying a practice with Jonathan Bird
Retirement Tax Services Podcast
How to Convert Prospects to New Clients
Jonathan Jarvis: I would say there's like three things that I'm trying to touch on with everyone who goes through my process. One is making sure, making certain that they are feeling heard. Just showing something useful was the second one. And then just explaining how I would help with what's important to them without going through some giant discovery process is super helpful.
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