How can an advisor reinforce the value of their tax advice? (Podcast clip 2023)

A tax return is a yearly window into your client’s financial life. Learn why a good tax planning strategy can save money for your clients and underscore the value of your advice.

Power-up your prospecting engine by using The Elements Scorecard to quickly demonstrate value and build trust with potential clients.

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Видео How can an advisor reinforce the value of their tax advice? (Podcast clip 2023) канала Elements - The Vital Signs of Financial Health