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9min chapter
Breaking Planning Silos with Emily Millsap
Retirement Tax Services Podcast
Breaking Down Financial Planning Silos
This chapter emphasizes the need for a holistic approach in financial planning, integrating tax, investment, and insurance discussions through collaboration among CPAs, advisors, and clients. It discusses strategies for effective client communication, the implications of evolving tax laws, and the importance of visual modeling to enhance understanding and trust.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode