Discover the next level of client engagement and value creation with Holistplan. As an advisor, you understand the importance of going beyond the basics, and tax planning services can unlock a world of opportunity for your clients.
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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