Retirement Tax Services Podcast:
Real Tax Planning for Real Advisors

THIS WEEK’S PODCAST

Bringing tax in-house: what it takes to deliver a better client experience with Jonathan Steele

Technical expertise gets clients in the door, but empathy and hospitality are what keep them coming back. Listen

May 09, 2021

The Proven Way To Get CPA Referrals

Topic:

Welcome to the Retirement Tax Services Podcast! In this episode, Steven discusses the best (and worst) ways for financial advisors to seek professional CPA referrals. Both Financial Advisors and CPA’s […]

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