What Did Accountants Do Before Taxes? – 004

In this episode Hector Garcia and Kirk Bowman dive into the question, What did accountants do before taxes? The question came up during Episode 003, while discussing the role of financial independence. They go back in time to the era before compliance (income taxes).

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Questions That Trigger Advisory Services – 002

In this episode, Hector Garcia and Kirk Bowman explore the type of conversation an advisor should have with the customer. What are the questions you should ask? What are the challenges to be aware of? They explain why the discussion with your customer should be a value (why) conversation.

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