E 216 - Money Follows Value, Not Hours Worked.
Connect with Mike Jesowshek
TaxElm: taxelm.com
Book: Small Business Tax Savings Handbook
LinkedIn: Mike Jesowshek, CPA
YouTube: Tax Savings TV
Instagram: @taxsavings
What if one of the biggest opportunities to create value for your clients is something most financial advisors aren't even talking about?
In this episode of From Busy to Rich, Wes Young and Justin Lakin welcome tax strategist and entrepreneur Mike Jesowshek to explore the often-overlooked role of proactive tax planning in financial advice.
They discuss why so many business owners are paying more in taxes than necessary, how advisors can begin developing tax intelligence, and why delivering meaningful results matters far more than the number of hours spent working.
Mike also shares how to approach tax strategies without getting overwhelmed, why proper implementation matters, and how becoming a more knowledgeable resource can strengthen client relationships and differentiate your practice.
In This Episode:
- Find the opportunity in tax planning: Why proactive tax strategies can be one of the most valuable services advisors help bring to their clients.
- Focus on value, not hours: How shifting away from a time-based mindset changes the way advisors think about their work and impact.
- Start with the fundamentals: Why learning and correctly implementing core tax strategies is more important than jumping straight to advanced techniques.
- Become a more valuable advisor: How expanding your tax knowledge can help clients retain more of what they earn while improving profitability and quality of life.
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