by William | May 12, 2023 | Growthplaybooks
Watch or Listen to this Post How to Eliminate Scope Creep From Any Engagement In 4 Easy Steps Death by 1,000 cuts. A client calls with a “quick question” about something they think is simple, but it turns into an hour and a half of free tax planning....
by William | May 11, 2023 | Growthplaybooks
Watch or Listen to This Post AI tools are getting better at calculations, research, and even answering straightforward tax questions. That trend is not going away. But there are things only a human advisor can do. Listen to a client and hear the concern behind the...
