Insight into serving clients in unique and highly effective ways.
Understanding the tools advisors can use to be better tax planners.
The benefits of blended planning under one roof.
There is a fantastic opportunity for advisors to add value for their clients by checking in midyear and reviewing a pay stub to make sure their clients are on track.
How to make the most of your 401(k).
Bob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change and where taxes fit into the mix.
