Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
Behind The Advisor
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Integrating Tax Preparation into Financial Planning
This chapter explores the incorporation of tax preparation services within a financial planning business model. It emphasizes the necessity of efficient processes, defined roles, and the management of client expectations to ensure a successful integration. Additionally, the discussion highlights the importance of personal fulfillment and effective planning for a sustainable and satisfying professional journey.
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