Mar 21, 2022
Welcome to the No Unfinished Business Podcast!
There are a thousand different ways your clients can leave
unfinished business, but no single advisor can address every issue.
Let's face it, even after decades in a particular practice, you
still have blind spots that your professional training and
experience can't address.
We're here to help professional advisors focused on individual
clients - like attorneys, CPAs, and financial advisors - identify
and eliminate those planning blind spots so you can speak
competently and confidently to your clients and help them leave No
Unfinished Business. We'll also help you recognize the words and
phrases that your clients may say that indicate deeper issues now,
so you can help resolve them before they grow into something
worse.
We offer those lessons in a digestible chunks, through solo
lectures by me and interviews with other smart folks.
Our interviews will break down the specific issues that our guests
help resolve, so that you can lead your clients away from those
same mistakes.
My solo episodes will be the information that I want every advisor
to know about estate planning, probate, tax and more (so they don't
have to call me to ask ;)) and to help them better understand the
nuances and advise their clients.
A little about me: I'm John Strohmeyer, proprietor of Strohmeyer
Law PLLC in Houston, TX, where I guide clients through the maze of
estate planning, tax, probate law. I'm board certified in both Tax
Law and Estate Planning and Probate Law by the Texas Board of Legal
Specialization, I'm a Fellow of the American College of Trust and
Estate Counsel (“ACTEC”, the cool-kids club for estate planners),
and I've helped hundreds of clients with their planning and probate
issues over the last decade.
We hope you'll join us each week, so hit that follow button, and if you have any questions, feedback, or ideas for topics, please reach out via the links in the show notes. We'd love to hear from you.
Contact John at john@nounfinishedbusiness.com or via social.