Debra Taylor

Debra Taylor, Managing Partner at Carson Wealth Franklin Lakes and former CPA, shares her journey in financial planning. She discusses the creation of an evergreen client service calendar, designed to highlight year-round value and enhance client understanding. With a focus on tax-aware distribution planning, Debra illustrates how seasonal services—from tax summaries to investment deep dives—improve retention and engagement. She emphasizes the importance of proactive care, structured communication, and the balance of manual service delivery for high-value clients.