Dodging IRA Disasters and Fostering Team Synergy

The Perfect RIA

In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and tax planning strategies. They emphasized the importance of careful handling of rollovers, understanding the 60-day rule, and annual review of clients' tax returns. On Thursday, Jamie focused on communication strategies for financial advisors. She highlighted the importance of delegating tasks effectively, prioritizing high-value activities, and establishing clear communication policies within a practice. Jamie emphasized creating an environment where team members can comfortably follow up on tasks and the need for regular team meetings. She underscores that mastering these communication skills is essential for advisors aiming to boost productivity, increase revenue, and build a high-performing team.

Resources in today's episode:

- Episode Website - Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266] - Employees: Following Up or Nagging? Is There a Difference?