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

内容由Prajin and Steven Jarvis提供。所有播客内容（包括剧集、图形和播客描述）均由 Prajin and Steven Jarvis 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Retirement Tax Services Podcast « »
Finding help for all of these value adds? with Brody Rosenfeld

3M ago 29:40

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MP3•单集首页

内容由Prajin and Steven Jarvis提供。所有播客内容（包括剧集、图形和播客描述）均由 Prajin and Steven Jarvis 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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集单集

#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 3M ago

分享

MP3•单集首页

内容由Prajin and Steven Jarvis提供。所有播客内容（包括剧集、图形和播客描述）均由 Prajin and Steven Jarvis 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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集单集

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

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