Finding Help For All Of These Value Adds? With Brody Rosenfeld Retirement Tax Services podcast

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Trading Business Prajin Steven Jarvis Tax Planning

Konten disediakan oleh Prajin and Steven Jarvis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Prajin and Steven Jarvis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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Finding help for all of these value adds? with Brody Rosenfeld

1M ago 29:40

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Konten disediakan oleh Prajin and Steven Jarvis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Prajin and Steven Jarvis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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

… continue reading

114 episode

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

Artwork

Finding help for all of these value adds? with Brody Rosenfeld

Retirement Tax Services Podcast

11 subscribers

published 1M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Prajin and Steven Jarvis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Prajin and Steven Jarvis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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

… continue reading

114 episode

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

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