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Weekly Tax Q&A is happening in 5 days
Wrapping Up Weekly Syncs to Build Something Bigger
Hey everyone, I want to share a quick but important update regarding our weekly tax specialist syncs here on Skool. We are officially wrapping up these weekly sessions for now as we shift 100% of our focus and resources into a massive new project: rolling out our own custom, white labeled client portal designed specifically for financial advisors. Security and a seamless advisor-client experience have always been our top priorities. What this means for you: while the weekly Skool hangouts are ending, our support for you isn't. This may be something we bring back in the future, and if we do, we'll be sure to reach out and let you know. In the meantime, if you are a financial advisor and want to see a sneak peek of the big updates we have in the pipeline, I would love to show you. Whether you want to schedule a private demo of the new platform or just have general questions you'd like to chat through, please don't hesitate to reach out to me directly at Tyler@jalada.io. Thank you all for jumping on the weekly calls with us. We are incredibly excited for this next chapter and can't wait to show you what we've been building! Best, Tyler
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No tax talk for the next few months
With Tax Season in full force, we will be pausing these meetings until May. We are looking forward to chatting again at that time. For now, reach out to your slack channel with any questions.
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No tax talk this week.
We welcomed a new baby to the Jalada family. We will see you next week!
No Tax Talk this week!
This week with Christmas and upcoming New Years we will not be having our open hours. As a note, we have a few exciting updates to share for how to use this group, as well as new classes for you to take here to start 2026 on the right foot tax wise. Look out for emails and notices coming soon!
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Client calendar signups out
We have sent out the calendar signups for tax times for 2025, please check it out and help your clients sign up if they have not yet!
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Jalada
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A group for financial advisors, Jalada trainings, tax tips, and how to manage growth and clients.
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