Episode 87
Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business
Modern Financial Advisor · Truelytics by Envestnet
December 19, 202238m 30s
Audio is streamed directly from the publisher (downloads.pod.co) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Brian Nuttall and Rick Wilkens from Elevate CPA Group return to the show for a fascinating conversation that fits right into a trend that seems to a frequent topic as of late.
The team at Elevate is rolling out a new Tax Prep As A Services solution for the clients of independent financial advisors and RIAs. As Mike Langford explains, these value-add services are expanding the possibilities for client relationships and open the door for increased share of wallet.