This week Steven is joined by Brody Rosenfeld, a CFP who leads a team of professionals supporting financial advisors as they serve their clients. Steven has worked directly with Brody and knows first hand the value partnerships can provide. Brody and Steven have a great conversation about the pros and cons of outsourcing and how even if you never outsource it can be a helpful lens for improving processes within your firm. The episode also includes great tips on building strong relationships in general through effective communication and setting clear expectations.
https://zurl.co/f9TC
Retirement Tax Services Podcast