Retirement Tax Services Podcast Becoming the Uber of tax planning with Libby Greiwe
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Mar 24, 2025 In this discussion with Libby Greiwe, a seasoned financial advisor and author, listeners delve into the art of creating exceptional client experiences in tax planning. Libby shares her journey in building an efficient practice that prioritizes client satisfaction, likening it to the seamless service of Uber. They talk about the significance of streamlining the onboarding process, setting clear expectations during tax seasons, and continuously refining practices to meet client needs. Plus, Libby offers insights from her upcoming book to help elevate client interactions.
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The Uber Analogy
- Libby Greiwe uses the Uber vs. taxi analogy to illustrate the importance of client experience.
- Uber's predictable, convenient process wins over customers, even if not faster or cheaper.
Early Tax Planning
- Start tax planning from the client onboarding stage, setting expectations early.
- Don't wait until tax season to address tax planning with clients.
Client Focus
- Clients primarily focus on the immediate outcome of their tax return (refund or owing).
- Set clear expectations to gain recognition for advanced tax planning.