Retirement Tax Services Podcast

Tactically Using Taxes for Lead Gen with Hillary Gale


Listen Later

This week, we take a break from technical tax and dive into a question that Steven gets all the time: "How do I use tax topics to get new clients?". Joining Steven to cover this topic is Hilary Gale, founder of Moneta Copy, a marketing agency focused on helping financial advisors. Steven and Hilary discuss how their own marketing efforts produce results and give tangible suggestions that advisors can put into practice to accelerate growth and get stuff done in the real world.

 

...more
View all episodesView all episodes
Download on the App Store

Retirement Tax Services PodcastBy Steven Jarvis

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

119 ratings


More shows like Retirement Tax Services Podcast

View all
The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

737 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

510 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

640 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,000 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

247 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Ask The Compound by The Compound

Ask The Compound

307 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

127 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

123 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

738 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

163 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

44 Listeners