• Getting the whole team involved with Jamie Shilanski

  • Jun 24 2024
  • Duración: 34 m
  • Podcast

Getting the whole team involved with Jamie Shilanski

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  • Summary: Steven is once again joined by the incredible Jamie Shilanski to talk about how to level up your team when it comes to tax planning (and really any topic). Jamie shares why she has 4 people on your team currently working towards their Enrolled Agents designations, most surprising might be the fact that not all of them are financial advisors! Jamie shares fantastic insight about how to motivate and incentivize team members to constantly learn and level up, all for the benefit of the clients you serve.

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