Remove Communication Remove Seminar Remove Tax Planning
article thumbnail

5 favorite ideas from the Annual Meeting

Million Dollar Round Table (MDRT)

By Mike Beirne, MDRT Round the Table editor Try these ideas from the 2022 MDRT Annual Meeting speakers about referrals, communications and marketing. 2) The two-seminar strategy. I host two types of seminars. The other is a lunchtime seminar on the weekend for clients to bring their family and friends.

article thumbnail

Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions. As we mentioned, they’re finding the generic content online everywhere.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Delivering accurate and timely compliance requires enough personnel with the necessary expertise, and the shortage is compromising this fundamental aspect of tax practice. To build an alumni network, firms should engage in regular communication with former employees, invite them to firm events, and create a dedicated online platform.

Taxes 52
article thumbnail

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Delivering accurate and timely compliance requires enough personnel with the necessary expertise, and the shortage is compromising this fundamental aspect of tax practice. To build an alumni network, firms should engage in regular communication with former employees, invite them to firm events, and create a dedicated online platform.

Taxes 52