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236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
Manage episode 452395894 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
279 episodes
236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
The Efficient Advisor: Tactical Business Advice for Financial Planners
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Manage episode 452395894 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
279 episodes
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Similar to The Efficient Advisor: Tactical Business Advice for Financial Planners
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continue reading
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