Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Elementality for Financial Advisors | Elements Financial Vitals System™

Maximizing Your Impact With Tax Planning with Roger Pine

Nov 14, 2023
31:03

Every client has this one thing in common … they want to reduce their taxes. And tax planning is immediate, it’s tangible, it’s one of the few things you can do for clients that’s not based on helping them make behavioral changes. On this Elementality, Abby interviews Roger Pine of Holistiplan, a company that helps advisors simplify tax planning for their clients. 

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