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How Long Does it Take You to Create a Tax Plan? [Episode 107]
Season 1 · Episode 107

How Long Does it Take You to Create a Tax Plan? [Episode 107]

The Perfect RIA · Matthew Jarvis & Micah Shilanski

March 15, 202130m 5s

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Show Notes

It's easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this episode, Matt and Micah share how they set up task time frames for themselves and their teams. They also explain the importance of providing tax planning services to your clients and why it shouldn't be overlooked.

You can find show notes and more information by clicking here: https://bit.ly/3qixBpc