Tax thoughts for buying a practice with Jonathan Bird
Retirement Tax Services Podcast
How to Convert Leads With Smart Asset
I've pivoted to smart asset where I started paying so my target clientele is retirees with over a million in assets and smart asset has different tiers for self reported investable assets they don't verify it but I think right now it's $250 roughly per $1 million lead say like so. So if you like I can talk about using them and then I'm going to let the kind of with the closer conversion rate was between the two models.
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.
