Shows
Federal Tax UpdatesBuilding Financial Literacy and Trust with Small Business ClientsJoey Vrooman, CPA, joins the show today and helps explain the importance of working to educate clients on financial literacy, despite common disinterest. He discusses tactics for simplifying complex terminology, using visual tools, meeting clients at their level, and the "win win" benefits for both advisor and business owner.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Federal Tax Updates Episode 21
(00:55) - Welcome Joey to the show
(02:46) - Defining financial literacy
(05:48) - Teaching clients to understand finances
(15:46) - Understanding client personalities and tailoring communication
(18:38) - Managing pricing and margins during i...2023-12-0543 min