Winning At The Whiteboard For Financial Advisors

Executive Summary   Welcome to the Value Wednesday edition of the Retirement Tax Services Podcast! Steven’s guest for the previous episode was Sten Morgan of Legacy Investment Planning. This episode builds on […]

Should Financial Advisors Give Away the Store to Add Value? With Sten Morgan

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest is Sten Morgan of Legacy Investment Planning, the author of 7 Mindsets of Success. Sten’s approach to prospective clients […]

Why Advisors Need To Collect Client Tax Returns

Executive Summary: Welcome to the Retirement Tax Services Podcast! It’s Tax Q-and-A Friday again and Steven Jarvis is focused on client and prospect tax returns: Have you started requesting them […]

Why Advisors Need Familiarity With Estate Taxes

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven is continuing his series on estate tax planning. Therefore, listen, but don’t try to memorize it all. Being able to […]

How To Proactively Avoid Estate Tax Problems

Executive Summary: Welcome to the Retirement Tax Services Podcast! Today we begin a special series on estate tax planning. Steven’s guest today is Micah Shilanski CFP®, co-founder of The Perfect […]

How Do You Handle Questionable COI Advice?

Executive Summary: Welcome to the Retirement Tax Services Podcast! It is Tax Q-and-A Friday and Steven is answering a question submitted by an advisor named Daniel. Daniel’s in a situation […]