<p>It's fourth quarter of the tax season! Are you prepared for April 18th? On this special edition of the Rainmaker Multiplier On-Demand podcast, <em>Coffee Break with C2P</em>, we're joined by a panel of "tax gurus" who discuss what's working, what's not, and opportunities they see in their businesses to convert tax clients into financial clients. Tune in!</p>

It's fourth quarter of the tax season! Are you prepared for April 18th? On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, we're joined by a panel of "tax gurus" who discuss what's working, what's not, and opportunities they see in their businesses to convert tax clients into financial clients. Tune in!

Coffee Break with C2P: Tax Client Conversions

Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.

Share Coffee Break with C2P: Tax Client Conversions

Sign up to save your podcasts

Coffee Break with C2P: Tax Client Conversions

Coffee Break with C2P: Tax Client Conversions

More shows like Rainmaker Multiplier On-Demand

Big Picture Retirement®

The Profitable Advisor Podcast

The Diamond Podcast for Financial Advisors

The Perfect RIA

Financial Advisor Marketing Podcast

Model FA Podcast

The Bucket Plan® On-Demand Series

Advisor Talk with Frank LaRosa

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Elementality for Financial Advisors | Elements Financial Vitals System™

Retirement Tax Services Podcast

The Efficient Advisor: Tactical Business Advice for Financial Planners

Becoming An Elite Financial Advisor With Sten Morgan

Do Business. Do Life. — The Financial Advisor Podcast — DBDL