• Becoming the Uber of tax planning with Libby Greiwe

  • 2025/03/24
  • 再生時間： 34 分
  • ポッドキャスト

Becoming the Uber of tax planning with Libby Greiwe

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  • Steven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling up and specifically talk through how an advisor should think about getting a new client through their first tax season together. This episode is filled with actionable recommendations that any listener can apply, and Libby shares the details of her upcoming book.

    https://zurl.co/5BE3y
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あらすじ・解説

Steven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling up and specifically talk through how an advisor should think about getting a new client through their first tax season together. This episode is filled with actionable recommendations that any listener can apply, and Libby shares the details of her upcoming book.

https://zurl.co/5BE3y
続きを読む 一部表示

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