@themfgfellow There’s multiple radar detectors that can be picked a part and mounted with the display on n the interior. Technically should mount as high a possible though
@sam_allsopp_ To build on this - "being dangerous" is that able to quantify/place metrics on the success of the agency and understand at a high level if you are seeing ROI/good COA?
Are you using tech to keep people accountable to following the talk track or...?
This is such a specific scenario, presumably she needed the losses when she was sold the portfolio and it doesn’t make sense to unwind at this point. I really don’t see many situations where a client is worse off with tax loss harvesting (assuming they have the have a decent sized portfolio/income)
Denver ETA is getting after it in 2025.
Search continues to rise!
If you’re in Colorado, come check out the ETA meetups… once per month, typically the first Wednesday of the month.
If you’re not in Denver… find your crowd or just ping me, I’ll help connect you in the space.