Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Financial Advisor Success
00:00
Using Value Tax Planning to Maximize Your Income
Tax expert: "We provide a ton of value tax planning, you know, connecting them with other experts in our network" And then really being on their team and helping them move forward on certain action items that they're feeling stuck on," he says. The company's clients are able to kind of turbocharge their financial goals, which is fun, she adds.
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