Retirement Tax Services Podcast cover image

Expert Digital Marketing and Taxes with Olivia Luper

Retirement Tax Services Podcast

CHAPTER

How to Be a Successful Tax Planner

I'm really excited to have this conversation because Especially for my audience, I mean people are here listening to this podcast because they know there's value in tax planning. And so that's a really easy connection to make then to Oh, if this is important, some I should be talking about clients about Some I should betalking about prospects about But where the challenge comes in is Okay, but how do I do that? How do I go and put that into a newsletter or online content Or into my podcast ? That's where I think a lot of people struggle is well, what do I do with the information? So you spend all your time working with financial advisors So I think it's important

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