Lead Generation & Growth Creation: Grow and support your business through tax planning
June 07, 2023, 12:00 pm
Are you getting everything possible out of your tax planning software? Tax planning is incredibly beneficial for your current clients, but it is also a powerful tool for advisors looking to grow their businesses.
In this webinar, Chief Evangelist, Samantha Russell and Chief Growth Officer of Holistiplan, Chris Field share their expertise, guiding you on how to effectively request tax returns from clients and identify key areas where you can showcase your value. You’ll gain valuable insights on leveraging tax returns to provide tailored recommendations that can leave a lasting impact on your clients.
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