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Personalizing Financial Advice for Your Business & Why Decisions Are More Than a “Yes” & “No”
Episode 343rd October 2024 • Profitable Women • Sheila Hansen
00:00:00 00:12:52

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Why do accountants and tax preparers always say, "It depends"? This episode of Profitable Women uncovers the truth behind this phrase and its significance in the world of personalizing financial advice. We'll discuss how individual business goals, values, legal and tax structures, and personal money beliefs shape financial decisions. You'll learn why understanding each client's unique situation and mindset is crucial for providing tailored guidance. This episode is packed with valuable insights to help you embrace the financial aspects of your business and achieve long-term success.

In this episode, I cover: 

  • Why the phrase "it depends" holds significant truth, especially when it comes to financial advice tailored to individual needs
  • How individual business goals, values, legal and tax structures, and personal money beliefs are crucial in shaping your financial decisions
  • The importance of understanding each client's unique situation and mindset to provide personalized financial advice
  • An encouragement for female business owners to stay curious about their finances and assuring them that with the right support, achieving financial clarity is within reach

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Find the complete show notes here: https://hansenllc.net/personalizing-financial-advice-for-your-business-amp-why-decisions-are-more-than-a-yes-amp-no-episode-34


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