Welcome to a throwback edition of the Retirement Tax Services Podcast! Today, we’re rewinding to where it all began—Episode 1! Over 3.5 years ago, Steven launched the podcast to bridge the gap between financial advisors and tax professionals, starting with a topic that remains just as relevant today: the best (and worst) ways for financial advisors to seek professional CPA referrals. Joining Steven for this very first episode is none other than Matthew Jarvis, sharing his insights and experiences.

Both financial advisors and CPAs aim to grow their practices, and referrals from a trusted professional source are invaluable in that process. However, for many advisors, finding a CPA willing to reciprocate referrals can feel like an uphill battle. Looking back, it’s clear that this episode set the foundation for what RTS is all about: empowering advisors to deliver massive value to their clients through better tax planning.

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