AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
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
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode