Justin Shepard

Two Efficient Advisors who Don’t Hate April

April is notoriously painful for advisors. There’s a myriad of reasons to dread the 4th month of the year. It’s tax season, time for billing, Q1 reports (if you’re still doing them), schools are on vacation… the list goes on and on. Naturally, busy times of the year come with a piqued interest in ways to save time.…