Day 16 (Strategy & Tax): Transition Bad Clients & Max Retirement.
Task: Identify one high-maintenance, low-margin client to transition out AND check YTD retirement contributions to maximize tax-deferred savings.
GO DEEPER
Strategy Tool: Calendly to schedule the offboarding call; Google Docs for the script.
Email Script Template: "Thank you for our work together. As of [Date], we will be concluding our services as our firm is shifting focus to [Your New Niche/Specialty]. We recommend [Alternative Provider] for your ongoing needs."
Tax Tools: Your retirement account portal (e.g., Vanguard, Fidelity); Gusto or ADP payroll to review contributions.
Action: Log in, find "YTD Contributions," and calculate: (Annual Profit × 0.25) - Contributions Made = Potential Additional Contribution. Schedule the transfer.
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Day 16 (Strategy & Tax): Transition Bad Clients & Max Retirement.
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