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16min chapter
Creating Value Adds from the Tax Return
The Perfect RIA
Streamlining Tax Information Retrieval Process
This chapter dives into the process of partnering with a CPA firm to simplify tax information retrieval for clients, covering steps like obtaining tax return copies and signing authorization letters. It also explores leveraging a CRM system for financial planning, including managing client data and providing tailored tax advice. Additionally, it discusses creating a personalized 1099 checklist for clients during tax season and emphasizes the importance of delivering value adds regularly through strategies like using a 'homework sheet' for task tracking and follow-ups.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode