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
Transparency is the key, it's about letting people know up front what you do and how you are compensated
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Tying the estate planning process to other life events and milestones is a great way to keep the focus on the bigger goal estate planning looks to address.
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Great marketing is about helping someone move away from pain and towards pleasure.
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