I was recently in a meeting with one of my clients and their CPA when they declared that they no longer wanted to use the strategy they had been using for over ten years. After some discussion, it became clear that what they were really saying was \u201cwe don\u2019t see the value in this strategy.\u201d In other words, the issue was not with the strategy\u2014the issue was with the client's understanding of the strategy. So, in this episode, I\u2019m diving into why keeping things simple can actually add value to your clients.
You can find show notes and more information by clicking here: https://bit.ly/30cmabi