AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Tax Planning Legend: Robert Keebler
Retirement Tax Services Podcast
Building Relationships: The Key to Financial Advisor Referrals
This chapter delves into the vital partnership between financial advisors and CPAs, stressing the role of communication in enhancing referrals. It also underlines the importance of professional development and accurate information, concluding with details about an upcoming industry conference.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode