In this episode of the Main Street Business Podcast, host Mark J. Kohler shares actionable strategies to help tax professionals expand their services into advisory. From developing dynamic pricing models to pinpointing your ideal clients, this episode is full of insights to help you enhance your advisory offerings and attract more clients with confidence.

Here's what you can look forward to:

Mark introduces the concept of transitioning to tax advisory services.
Mark highlights the need to overcome imposter syndrome and self-doubt.
A full breakdown of specific areas to focus on: reasonable comp, family payroll, self-directed retirement accounts, creative write-offs.
Emphasizes the importance of finding clients where advisors can make a significant impact.
Introduces the concept of a community for learning cutting-edge strategies
Explanation of the two-step process for discovery calls and comprehensive consultation.

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Pierre Joseph Pelletier (1788-1842) and Jean Bienaime Caventou (1795-1887)

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