Breaking Planning Silos with Emily Millsap
Retirement Tax Services Podcast
Effective Financial Communication
This chapter emphasizes the importance of structured processes in financial planning and clear communication between advisors and clients. Speakers highlight how a personalized approach, alongside accessible language, can alleviate client anxiety regarding complex tax issues. Additionally, the chapter discusses the significance of team collaboration and continuous improvement in processes to enhance overall client experience.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
