“We typically find $1,400 a year in lost taxes… we run you through our 47-point tax checklist and typically find anywhere from $3,000 to $10,000 worth of deductions.”

Libby Greiwe · The Efficient Advisor: Tactical Business Advice for Financial Planners · 410: Prospect Pushing Back on Your Fee? What to Do & Say

Play from 10:40
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What was described

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

Said nearby on the same subject

“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”
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“‘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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