Ep. 54: How Advisors Can Work with CPAs to Grow Their Practice

NextGen in 10 - En podcast af nextgenin10

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Financial advisors may find tax planning with CPAs difficult and time-consuming, but they each must play an essential part in the process. Alanah continues her interview with Steven Jarvis, CPA and co-founder of Retirement Tax Services. You can also listen to Steven's own podcast here. SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors! Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

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