Help with tax planning is the #1 thing that clients of advisors want.
In this webinar, Chief Evangelist, Samantha Russell and Chief Growth Officer of Holistiplan Chris Field share how financial advisors can successfully incorporate tax planning into their practices, either through partnerships with CPAs or by developing the expertise in-house.
They discussed:
- How to market and showcase your tax planning capabilities on your website and in your marketing materials - Real-world examples of advisors who have mastered the art of effective client communication and marketing when it comes to tax planning - How to easily integrate tax planning into your client and prospect conversations
