Send us a textLearn 5 takeaways to provide better tax advice from my worst client experience to date. Hear the story and the lessons.Tax Advice Masterclass: https://www.thetaxprofessionalspodcast.com/masterclasses/ Show notes: thetaxprofessionalspodcast.com/TTPP106Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseRough timingsEpisode intro(5:15) Story about a bad experience relating to a bad tax-advisory client that I had back in 2018, which was the richest learning experience for me re improving my advisory skills(10:00) Five lessons/takeaways from the experience to help you become better at providing tax advice:(11:00) Lesson 1: Being technically correct doesn’t make the advice good – it’s just an essential part(12:00) Lesson 2: Your advice should be workable and what is meant by this(13:00) Lesson 3: Your advice should be definitive (14:00) Lesson 4: You should talk in the client’s language and bespoke your advice in all respects(15:15) Lesson 5: Longer advice does not equal more valuable adviceResourcesTax Advice MasterclassOther episodes to help get better at providing tax advice:TTPP83: Improve Your Tax Advice Skills - Stories and Tips of 2 Tax ProfessionalsTTPP32: The Technical vs Practical Tax Advisor and Which One's Best with Grahame Jackson, Tax PartnerTTPP 10: How to Write Good-Quality and Practical Tax AdviceStoryworthy: Engage, Teach, Persuade, and Change Your Life Through the Power of Storytelling by Matthew Dicks

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