The Perfect RIA cover image

Creating Value Adds from the Tax Return

The Perfect RIA

CHAPTER

Introduction

Exploring the multi-generational impact of financial advisory practices, this chapter emphasizes the value of being a trusted advisor during significant life milestones. The concept of 'surge' is introduced as a strategic time block for concentrated client meetings, especially around the tax deadline in the spring season.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner