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Kandungan disediakan oleh Prajin and Steven Jarvis. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Prajin and Steven Jarvis atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Turning Prospects to Clients by leading with Taxes with Josh Ross

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Manage episode 426506164 series 2940942
Kandungan disediakan oleh Prajin and Steven Jarvis. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Prajin and Steven Jarvis atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this week's episode Steven is joined by a financial advisor and Enrolled Agent, Josh Rosh. Josh joins the show to share his experience with delivering massive value AND growing his financial planning practice by facilitating seminars on, you guessed it, taxes. Bucking the trend to get deep into the complexities Josh shares how he has been able focus on the "simple" side of taxes that is so often neglected to help people find tax savings and peace of mind. Josh openly shares what works and how other advisors can use this great topic in their prospecting process.

https://zurl.co/nQTk

  continue reading

114 episod

Artwork
iconKongsi
 
Manage episode 426506164 series 2940942
Kandungan disediakan oleh Prajin and Steven Jarvis. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Prajin and Steven Jarvis atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this week's episode Steven is joined by a financial advisor and Enrolled Agent, Josh Rosh. Josh joins the show to share his experience with delivering massive value AND growing his financial planning practice by facilitating seminars on, you guessed it, taxes. Bucking the trend to get deep into the complexities Josh shares how he has been able focus on the "simple" side of taxes that is so often neglected to help people find tax savings and peace of mind. Josh openly shares what works and how other advisors can use this great topic in their prospecting process.

https://zurl.co/nQTk

  continue reading

114 episod

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