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How to Increase the Value of a Financial Advisory Business by Adding Tax Planning Services

Mike Langford
Jul 25, 2021

 


Most independent financial advisors and RIAs do not offer tax planning and strategy services. On the surface, this makes sense as the primary nature of the client relationship is to manage investable assets. However, if we dig a little deeper, according to Steven Jarvis, CEO of Retirement Tax Services we will likely find that advisors are leaving a lot of money on the table by not offering tax planning.

MFA Podcast Video - Episode 63 - Steven Jarvis of Retirement Tax Services

In this episode of the Modern Financial Advisor Podcast, Steven shares how his firm has made it easy for financial advisors to add tax planning to their practice without the need to bring on staff or become a CPA themselves. 

Company Update: As I mentioned in the video above, Truelytics recently unveiled our Solutions Partner Program for consultants, CPAs, M&A professionals, and other providers who serve financial advisors. The program is a fantastic opportunity for you to quickly and easily bring value to your clients.

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple Podcasts, Spotify, Apple PodcastsSpotifyGoogle PodcastsAlexa,  SoundCloudStitcherTuneIn, or if you prefer video you can find it on YouTube.

Resources Related to this Episode:
Below is a list of resources mentioned related to this episode or mentioned in the update video above: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.
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