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Horsesmouth Essential: If you’re suffering from “overwhelmitis,” help has arrived. And it’s not a long list of things to do, just a couple. Before long, you’ll be getting the right things done.
Could you be getting a secret satisfaction from your procrastination? Get your long-term goals back on track with these tips for nabbing procrastination at the root.
Focus on solving problems, not striving for perfection. Improvement requires experimentation, and that involves mistakes. However, don't allow a wrong decision or misstep to destroy your confidence, or you'll stop experimenting. And that's not good for your clients.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024