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007: Maximizing results and contributing to the community - Sherry Tolbert
Manage episode 374878898 series 3504504
Nội dung được cung cấp bởi The Due Diligence Project™ Podcast. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được The Due Diligence Project™ Podcast hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Sherry Tolbert, President at The Tolbert VFO, is a Certified Virtual Family Office (VFO) Professional and CPA with 27+years of hands-on-experience helping business owners, entrepreneurs, and real estate investors rescue millions of dollars in unnecessary taxes. She helps affluent business owners significantly reduce their tax bill using the same strategies that Jeff Bezos and Mark Zuckerberg have access to via their Private Family Offices.
What you will learn from this episode:
- What Sherry does, the people she serves and what situations they find themselves in when they come to her
- How she helps people maximize the results of their work
- How things changed since she got started in the business
- How she delivers results very differently from her competitors
- How the best strategies are found through the VFO hub and the Due Diligence Project
- How curiosity is important to being an elite VFO
- How Sherry truly cares about her clients and how she contributes to the community
Connect with Sherry Tolbert:
LinkedIn
Website
Email: sherry@tolbertcpa.com
Learn more about The Due Diligence Project™ at:
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