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Indhold leveret af Prajin and Steven Jarvis. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Prajin and Steven Jarvis eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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
Indhold leveret af Prajin and Steven Jarvis. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Prajin and Steven Jarvis eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

Artwork
iconDel
 
Manage episode 426506164 series 2940942
Indhold leveret af Prajin and Steven Jarvis. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Prajin and Steven Jarvis eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

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