“I made a column of all the worst things that could happen… then a column for how to minimize each… then a column for how to get back quickly”
TF
Tim Ferriss
Tony Robbins Podcast Daily ·
Libby Greiwe · The Efficient Advisor: Tactical Business Advice for Financial Planners · 410: Prospect Pushing Back on Your Fee? What to Do & Say
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Create a two-column worksheet: left column lists quantitative dollar-saving outcomes (e.g., $1,400 lost taxes, $3-10k deductions), right column lists qualitative benefits
$1,400; $3,000-$10,000
“I made a column of all the worst things that could happen… then a column for how to minimize each… then a column for how to get back quickly”
“The one piece of advice I would give is first normal form inside a table in Excel. So that means that where you've got different months across the top, you don't want different months. You want a column and then a single column of values.”
“Our $1,000 instant tax deduction will benefit 6.2 million working Australians… will make tax time simpler and will save taxpayers time and money”
“‘we just created one in Excel where you point to the amount column… you can go look at the visual and you see huge spikes’”
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