You guys work with a lot of wealthy people.

You guys are giving tax strategy to them, which means they're making money. Because you don't, I always tell this to people all the time. Like, when I see people who aren't making a lot of money worried about their tax bill, I'm like, bro, you've got it backwards, man. Yeah. Don't worry about a future bill that's not here. Like, you've just never had a tax problem.

Yeah.

You know?

Like, it just doesn't make sense.

But for those people who obviously do have tax problems, and so they're coming to you

and everything else, what are some of the traits you've seen with your most successful

clients?

Like, why are they so wealthy?

They move quickly.

They don't really second guess too much.

When they have found somebody that they trust, they give ultimate trust to that person

and let that person become the guide.

Most of my most successful clients, like, allow for me to drive the ship when it comes

to their tax strategy and their tax plan. Those that are trying to become wealthy or trying to get into that upper class, they're questioning everything. You'll give them the tax plan and they'll take two months to think through whether or not they want to do the strategy or they'll get a second opinion or go do research on top of the research you already did for them. Yeah. Wealthy people move quickly.

Carlton, it makes sense. It checks out. I trust you. Let's do it. And that's one of the biggest traits is they just don't have so much indecision. Another thing about them, too, is they were just willing to take risk, right? I think it's safe to say you want to take calculator risk and not talking about risk with your taxes. but I noticed that they'll go and take investment risks, right?

They'll go put money into a deal that may or may not pan

out they'll be okay with losing money and moving on and learning from it yeah very quickly yeah and they just

don't dawn on things like if they lose money they don't sit there and don't on it oh my gosh i lost 50 000

i lost 100 000 in this deal.

Oh, I can never do another deal again.

Oh, you know, I got to be careful. I got to be careful. Now, they just jumped to the next deal. Learn from that one, got it. You know, this one taught me this, moving to the next one. Yeah, I've seen that a lot, actually. Like people who invest in something that doesn't pan out, it's like they dwell on it for years.

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