Are you trying to learn how to deliver massive tax value to your clients? Then look no further. Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
Getting people to move is the biggest challenge ...Read More
You have to start by understanding who you want to be and to whom.
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Proactively calling clients is one of the best ways to change their experience.
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You've got to take care of the basics first, but there is more out there.
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