CEO Nate Hagerty sat down recently to talk with long-time client Dean Owen, a CPA based in Kentucky who has successfully grown his practice to 13 employees with over $170M assets in fee-based management.

Dean's story is interesting -- from his origin story to the way he uses his tax services to grow the more lucrative financial planning side of his practice.

One success point he noted was the integration of TaxProMarketer's email marketing services into his practice. He pointed out that his clients knew more about the PPP last year earlier than the bankers did, thanks to the weekly emails.

Tune in to listen to the rest of Dean's success story...