Episode 249
Tactically Using Taxes for Lead Gen with Hillary Gale
Retirement Tax Services Podcast · Retirement Tax Services
June 30, 202530m 24s
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Show Notes
This week, we take a break from technical tax and dive into a question that Steven gets all the time: "How do I use tax topics to get new clients?". Joining Steven to cover this topic is Hilary Gale, founder of Moneta Copy, a marketing agency focused on helping financial advisors. Steven and Hilary discuss how their own marketing efforts produce results and give tangible suggestions that advisors can put into practice to accelerate growth and get stuff done in the real world.