Retirement Tax Services Podcast cover image

Tax Pain Can Be Your Gain with Samantha Russell

Retirement Tax Services Podcast

CHAPTER

Navigating Tax Strategy and Advisor Growth

This chapter focuses on the vital role of financial advisors in helping clients address tax concerns through simple adjustments and effective communication. The speakers share their journeys within the financial industry, highlighting the evolution of marketing strategies and the collaborative benefits of working with CPAs. Additionally, they emphasize the importance of authenticity in sharing insights and personalizing marketing efforts to connect meaningfully with clients.

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