Hosts Jason L Smith and guest Bryan Bibbo discuss how adding a tax practice can differentiate yourself as a multi-solution financial advisor. Listen and learn the advantages and disadvantages to building your own tax practice as well as how partnering with a firm can also create a mutually beneficial relationship.

Optimizing a Tax Practice to Grow your Financial Services Business

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.

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Optimizing a Tax Practice to Grow your Financial Services Business

Optimizing a Tax Practice to Grow your Financial Services Business