Joey Vrooman, CPA, joins the show today and helps explain the importance of working to educate clients on financial literacy, despite common disinterest. He discusses tactics for simplifying complex terminology, using visual tools, meeting clients at their level, and the "win win" benefits for both advisor and business owner.
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Padgett -Contact Padgett or Email Jeff Phillips
Connect with Joey
https://www.linkedin.com/in/joey-vrooman-cpa-87371568
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
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The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.