Episode 63
How to Increase the Value of a Financial Advisory Business with Tax Planning Services
Modern Financial Advisor · Truelytics by Envestnet
July 23, 202148m 41s
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Show Notes
Most financial advisors do not offer tax planning and strategy services to their clients. Why? Well, according to Steven Jarvis, CEO of Retirement Tax Services the answer is simple. Most advisors aren't CPAs and they lack the skills "in-house" to deliver tax planning services. But now it's possible for advisors to use a firm like Retirement Tax Services to offer more value to their clients.