The Financial Advisor’s Edge Podcast

Implementing tax planning into your financial planning business


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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff and Jim talk taxes and why advisors should take a more active role in their clients tax life.  

 

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The Financial Advisor’s Edge PodcastBy Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers

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