Breaking Planning Silos with Emily Millsap
Retirement Tax Services Podcast · Retirement Tax Services
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Show Notes
In this episode Steven is joined by Emily Millsap, CFP®, from Avantax Wealth Management for a great conversation around the value (and best practices) on integrating tax in the client service experience for financial planners. Emily dives into the details and shares how she creates, refines and updates processes that can help clients pursue their financial goals. Every client situation is different but by having (and constantly improving) great systems, Emily can help ensure her team is understanding client goals and then recommending tax-planning strategies designed to support their short- and long-term needs.