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.
Tax planning is like a game of telephone with your client stuck in the middle. ...Read More
You need to be qualified AND memorable.
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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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