Becoming the Uber of tax planning with Libby Greiwe
Retirement Tax Services Podcast
Optimizing Tax Planning Onboarding
This chapter explores the crucial role of effective tax planning and the necessity for financial advisors to streamline their client onboarding processes. The speakers emphasize understanding the emotional journey of clients, providing resources for smoother transitions, and maintaining consistent communication to enhance client satisfaction. In addition, they highlight the importance of regularly reviewing and refining procedures to adapt to clients' evolving needs.
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