I had such a good time recently joining Tim Clifford, CFP® to record an episode of the PlanAssist® Podcast entitled, “Tax Planning, building trust, and adopting to AI.” Have you ever sat down with someone, started chatting, and then suddenly realized an hour had flown by? That’s how I felt talking with Tim. He’s such a great guy & so easy to talk to.
During our conversation we discussed:
- The advice I’d give my younger self
- The power of networking and building relationships
- What proactive tax planning looks like
- How to provide great client service and build trust
- Finding a niche in professional services
- AI’s impact on accounting & staying relevant as technology evolves
I hope you’ll enjoy this podcast!
