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Hating on Financial Advisors with Tyler Smith
Manage episode 463361289 series 2940942
Taking a step outside the norm, Steven's guest this week is NOT a financial advisor or CPA; Tyler Smith just happens to be a taxpayer wishing he could get better help with tax planning. Tyler is a successful business owner and coach and has great insight to share about how to build trusted relationships and what would get him excited to pay for financial advice. Tyler was also generous enough to share experiences he's had and what he's learned from them along the way. Listen in as Steven and Tyler talk about ways financial advisors can deliver massive value and set themselves apart.
114 에피소드
Manage episode 463361289 series 2940942
Taking a step outside the norm, Steven's guest this week is NOT a financial advisor or CPA; Tyler Smith just happens to be a taxpayer wishing he could get better help with tax planning. Tyler is a successful business owner and coach and has great insight to share about how to build trusted relationships and what would get him excited to pay for financial advice. Tyler was also generous enough to share experiences he's had and what he's learned from them along the way. Listen in as Steven and Tyler talk about ways financial advisors can deliver massive value and set themselves apart.
114 에피소드
Усі епізоди
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1 Crypto Taxes: Yes, you need to care about this with Tyrone Ross 31:58
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1 Throwback: "You did a Roth conversion for how much!?!" with Larry Sprung 32:40
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