THIS WEEK’S PODCASTWhat it really takes for RIAs to move from interest in alts to real-world implementation without running into compliance issues. Listen
How to communicate effectively so that your clients can make informed decisions.
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How to ensure you are providing rock-star level value to clients through offering appropriate and strategic tax planning.
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How you can improve the relationship between Tax Planner and Advisor (regardless of which title you fall under).
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The value in setting up a legacy plan for your clients and how to collaborate with others to ensure the best outcome.
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Natalie joins the show to discuss how she helps her clients to get clear on what that ‘net’ dream really looks like.
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Jeremy Keil shares several insights from his own practice as well as a couple of ways that he helps clients get value from the process.
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John Scherer, Founder of Trinity Financial Planning, joins the show to discuss how he shares the value of tax planning with his clients.
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Taylor Schulte joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.
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The impact proper tax planning can have on your business as a financial planner, as well as how you can communicate this to your clients and set them up for success.
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Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.
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