12d • Announcements 🚀
🚨 NEW PODCAST DROP — EPISODE 10 🚨 — Beyond the Bottom Line is back.
This week’s episode is one of my favorite U.S. podcasts we’ve done so far and I’d highly recommend every 🇺🇸financial advisor here listens.
🎙️ Guest: Avneet Kaur
🎯 Topic: Why relying on your CPA for tax strategy is the biggest objection business owners have and why it’s holding them back.
We break down:
- Why CPAs are great at compliance, but not strategy
- How this misunderstanding costs business owners six figures
- What actually needs to happen for real tax optimization
- How advisors can reframe this conversation with confidence
We just hit Episode 10, and this one really sets the tone for where the show is going.
👉 I’d love your honest feedback:
- What hit home?
- What objections you hear most from business owners?
- Any clips or moments that stood out?
Drop your thoughts in the comments once you’ve watched — this should spark some really good discussion. 🔥
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🚨 NEW PODCAST DROP — EPISODE 10 🚨 — Beyond the Bottom Line is back.
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