Morris: Cool Ideas for a Thermal World’s Post

Yesterday I sat down with a new client we recently onboarded. We were reviewing a few years of old tax returns and noticed a few mistakes that her CPA made last year, along with other years prior. Unfortunately, these mistakes costed her $22,000 last year alone. Thankfully, we were able to recognize this, make a proper introduction to a new CPA, and confidently know that their team will get our client headed in the right direction. It's one thing to know, like, and trust an individual (which is extremely important), but what kind of results are they producing? Make it a habit to continually audit your "board of directors" in order to make sure your wealth building journey is headed in the right direction, with the right crew on board.

Understanding and addressing our clients’ needs is at the heart of what we do at Wipfli. By conducting our annual client experience survey, we gain invaluable insights that help us improve and innovate. Learn more about how we build trust and deliver exceptional service in this article from our managing partner, Kurt Gresens: https://lnkd.in/ghqbZpdq #ClientTrust #SurveyInsights #ProfessionalServices

Understanding and addressing our clients’ needs is at the heart of what we do at Wipfli. By conducting our annual client experience survey, we gain invaluable insights that help us improve and innovate. Learn more about how we build trust and deliver exceptional service in this article from our managing partner, Kurt Gresens: https://lnkd.in/gas6h-9K #ClientTrust #SurveyInsights #ProfessionalServices

Understanding and addressing our clients’ needs is at the heart of what we do at Wipfli. By conducting our annual client experience survey, we gain invaluable insights that help us improve and innovate. Learn more about how we build trust and deliver exceptional service in this article from our managing partner, Kurt Gresens: https://lnkd.in/gJVWHRh8 #ClientTrust #SurveyInsights #ProfessionalServices

Understanding and addressing our clients’ needs is at the heart of what we do at Wipfli. By conducting our annual client experience survey, we gain invaluable insights that help us improve and innovate. Learn more about how we build trust and deliver exceptional service in this article from our managing partner, Kurt Gresens: https://lnkd.in/eN74jjd8 #ClientTrust #SurveyInsights #ProfessionalServices

Understanding and addressing our clients’ needs is at the heart of what we do at Wipfli. By conducting our annual client experience survey, we gain invaluable insights that help us improve and innovate. Learn more about how we build trust and deliver exceptional service in this article from our managing partner, Kurt Gresens: https://lnkd.in/dmdu-Eus #ClientTrust #SurveyInsights #ProfessionalServices

Understanding and addressing our clients’ needs is at the heart of what we do at Wipfli. By conducting our annual client experience survey, we gain invaluable insights that help us improve and innovate. Learn more about how we build trust and deliver exceptional service in this article from our managing partner, Kurt Gresens: https://lnkd.in/dCDTDFfx #ClientTrust #SurveyInsights #ProfessionalServices

Understanding and addressing our clients’ needs is at the heart of what we do at Wipfli. By conducting our annual client experience survey, we gain invaluable insights that help us improve and innovate. Learn more about how we build trust and deliver exceptional service in this article from our managing partner, Kurt Gresens: https://lnkd.in/gnYg6APd #ClientTrust #SurveyInsights #ProfessionalServices

Understanding and addressing our clients’ needs is at the heart of what we do at Wipfli. By conducting our annual client experience survey, we gain invaluable insights that help us improve and innovate. Learn more about how we build trust and deliver exceptional service in this article from our managing partner, Kurt Gresens: https://lnkd.in/gXXtKkDD #ClientTrust #SurveyInsights #ProfessionalServices

Understanding and addressing our clients’ needs is at the heart of what we do at Wipfli. By conducting our annual client experience survey, we gain invaluable insights that help us improve and innovate. Learn more about how we build trust and deliver exceptional service in this article from our managing partner, Kurt Gresens: https://lnkd.in/gT_VJHQy #ClientTrust #SurveyInsights #ProfessionalServices