80% of investors believe that their financial advisors should prioritize minimizing their taxes but only one in five advisors offer their clients tax management services.* Gain insights from real advisors who have transformed their practices by making tax management a core offering of their financial planning process. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and guests Greg Hammer, CEO and President of Hammer Financial Group, and Charles Welde, CPA, CFP®, founder of The CP Welde Group, as they discuss how they leverage tax management during and after tax season to enhance their client services and differentiate their financial advisory practices. Tune in to discover strategies for transitioning from tax preparation to comprehensive planning, defining your ideal client, marketing tax management services effectively, and more.

 Resources:

The Tax Management Journey training®

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*https://www.assetmark.com/blog/financial-advisor-client-services-with-tax-management