236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall episode artwork

EPISODE · Nov 28, 2024 · 10 MIN

236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here!Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Episode metadata supplied by the publisher feed · Published Nov 28, 2024

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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall --------- LINKS FROM THIS EPISODE: Download the Systems to Scale Framework Here! Register for the Quin x Efficient Advisor Show & Tell HERE! Check out The First 100 Days Course: The Advisor's Blueprint f...

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236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

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