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Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)
There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. Debra shares […]
The post Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66) first appeared on Simplicity InsurMark.
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By Simplicity InsurMark
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There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. Debra shares […]
The post Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66) first appeared on Simplicity InsurMark.
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