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263: Stop Tax Season Madness: 5 Fixes Now!

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Manage episode 476412059 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos.

And listen, I get it. You want to help these clients. You care. But at the same time, you’re frustrated because they’ve had 15 MONTHS to do this—and you’ve sent the reminders! I can still feel that tension from when I was in the trenches myself.

This used to happen to us every year. Until one year, we decided: NO MORE.

In this episode, I'm breaking down exactly how we changed our approach so that tax season stopped feeling like a fire drill. I’m sharing actionable tips that you can start implementing now to protect your time, set better expectations, and serve your clients without sacrificing your sanity.

Tax season doesn’t have to feel like Groundhog Day in Hell. With a little intention and structure, you can protect your time, deliver great service, and save your team (and yourself) from burnout.

Tune into this week’s episode for the full breakdown—and walk away with a plan you can actually use. Let’s make next tax season feel a lot less frantic. You’ve got this! 🎧

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel 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!

  continue reading

271 episodes

Artwork
iconShare
 
Manage episode 476412059 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos.

And listen, I get it. You want to help these clients. You care. But at the same time, you’re frustrated because they’ve had 15 MONTHS to do this—and you’ve sent the reminders! I can still feel that tension from when I was in the trenches myself.

This used to happen to us every year. Until one year, we decided: NO MORE.

In this episode, I'm breaking down exactly how we changed our approach so that tax season stopped feeling like a fire drill. I’m sharing actionable tips that you can start implementing now to protect your time, set better expectations, and serve your clients without sacrificing your sanity.

Tax season doesn’t have to feel like Groundhog Day in Hell. With a little intention and structure, you can protect your time, deliver great service, and save your team (and yourself) from burnout.

Tune into this week’s episode for the full breakdown—and walk away with a plan you can actually use. Let’s make next tax season feel a lot less frantic. You’ve got this! 🎧

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel 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!

  continue reading

271 episodes

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