Retirement Tax Services Podcast
Becoming the Uber of tax planning with Libby Greiwe
Mar 24, 2025
In this discussion with Libby Greiwe, a seasoned financial advisor and author, listeners delve into the art of creating exceptional client experiences in tax planning. Libby shares her journey in building an efficient practice that prioritizes client satisfaction, likening it to the seamless service of Uber. They talk about the significance of streamlining the onboarding process, setting clear expectations during tax seasons, and continuously refining practices to meet client needs. Plus, Libby offers insights from her upcoming book to help elevate client interactions.
34:05
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Quick takeaways
- Creating structured systems and processes for tax management significantly enhances client experience and reduces operational friction for advisors.
- Advisors should prioritize personalized client engagement throughout the tax season to foster trust and ensure long-term satisfaction.
Deep dives
The Importance of Tax Strategy for Advisors
Understanding tax strategies is essential for financial advisors as taxes represent one of the largest expenses their clients will encounter over their lifetime. At a summit dedicated to tax law changes and strategy optimization, advisors are encouraged to become more confident in guiding their clients through tax-related decisions. The podcast emphasizes the significant role of tax planning and preparation within an advisor’s practice, highlighting that having a clear and intentional tax strategy can enhance client satisfaction and business efficiency. This proactive approach helps ensure clients feel supported and informed about their tax situations rather than facing it as a source of stress or confusion.
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