In Episode 6 of Portfolio Talks, the Vishal, Tyson & Mike dive into the post-summer financial landscape, discussing the uptick in productivity, client meetings, and the importance of networking and processes in financial planning. They share insights from recent client interactions, including a charity founder working to enhance medical research and how they are addressing tax-related issues for international workers. The episode emphasizes the significance of systematic processes in scaling business, delivering honest financial advice, and preparing for economic challenges. The discussion continues with thoughts on the current economic situation in Canada, upcoming elections, and the necessity of annual client reviews.

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Portfolio Planning & Home Happy Team