DiscoverThe Efficient Advisor: Tactical Business Advice for Financial Planners236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

Update: 2024-11-28
Share

Description

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!

Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall


---------
LINKS FROM THIS EPISODE:
Download the Systems to Scale Framework Here!

Join the Group Coaching & Mastermind HERE!

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Comments 
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1

243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1

2025-01-0736:48

242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework

242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework

2024-12-1914:29

241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework

241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework

2024-12-1738:16

240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind

240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind

2024-12-1320:33

239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework

239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework

2024-12-1026:15

238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework

238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework

2024-12-0608:26

237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework

237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework

2024-12-0332:31

236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

2024-11-2810:54

235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

2024-11-2656:49

234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework

234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework

2024-11-1932:13

233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework

233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework

2024-11-1412:48

232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework

232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework

2024-11-1235:36

231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework

231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework

2024-11-0550:09

230: The Client New Year's Letter You Need to Write Now!

230: The Client New Year's Letter You Need to Write Now!

2024-10-2938:11

229: Tax Strategy for Your Boring W-2 Clients and Beyond

229: Tax Strategy for Your Boring W-2 Clients and Beyond

2024-10-2246:53

228: 8 Productivity Hacks to Work More Efficiently

228: 8 Productivity Hacks to Work More Efficiently

2024-10-1534:08

227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin

227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin

2024-10-0846:14

226: How to Design Your Perfect Schedule - *Replay with Download*

226: How to Design Your Perfect Schedule - *Replay with Download*

2024-10-0148:10

225: Ideas to Implement - Complete a Time Study to Boost Productivity Now

225: Ideas to Implement - Complete a Time Study to Boost Productivity Now

2024-09-2606:58

224: Complete a Time Study to Boost Productivity Now

224: Complete a Time Study to Boost Productivity Now

2024-09-2441:44

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

Libby Greiwe