How to Increase the Value of a Financial Advisory Business by Adding Tax Planning Services

Most financial advisors do not offer tax planning and strategy services to their clients. Why? Well, according to Steven Jarvis, CEO of Retirement Tax Services the answer is simple. Most advisors aren’t CPAs and they lack the skills “in-house” to deliver tax planning services. But now it’s possible for advisors to use a firm like… Continue reading How to Increase the Value of a Financial Advisory Business by Adding Tax Planning Services

How the financial advisory industry can increase its diversity efforts

CNBC unveiled its top 100 financial advisors list and found that the industry lacks diversity. Lazetta Braxton, 2050 Wealth Partners co-CEO and a member on CNBC’s Financial Advisor board, and Evelyn Zohlen, 2020 Chair of the Financial Planning Association and Inspired Financial president and founder, joins ‘Power Lunch’ to discuss why there is a lack… Continue reading How the financial advisory industry can increase its diversity efforts