Knight Coleman

Knight Coleman, a financial advisor with expertise in tax preparation and financial planning, joins the discussion to share the immense value of integrating these services. He emphasizes the benefits of proactive strategies like Roth conversions and effective collaboration with CPAs to enhance client outcomes. Knight also highlights how virtual assistants can boost productivity and the importance of diligent record-keeping. His insights paint a picture of how a holistic approach can create a seamless experience for clients.