The trend of expanding the services that financial advisors provide to their clients continues to pick up steam. In this episode of The Modern Financial Advisor Podcast, returning guests Brian Nuttall and Rick Wilkens of Elevate CPA Group share a new solution for Tax Preparation As A Service for RIAs and independent financials to offer their clients.
The value-add to the relationships with your mass affluent clients has the potential to open up a wide range of opportunities.
Disclosure The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this podcast is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The statements contained herein are based upon the opinions of third-party sources. Information obtained from third party sources is believed to be reliable but not guaranteed. All opinions and views constitute the judgments of the author(s) as of the date of recording and are subject to change at any time without notice.
Resources Related to this Episode: Below is a list of resources mentioned in this episode or related to the topics we discussed: