Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business

from Modern Financial Advisor · host Truelytics by Envestnet

Brian Nuttall and Rick Wilkens from Elevate CPA Group return to the show for a fascinating conversation that fits right into a trend that seems to a frequent topic as of late. The team at Elevate is rolling out a new Tax Prep As A Services solution for the clients of independent financial advisors and RIAs. As Mike Langford explains, these value-add services are expanding the possibilities for client relationships and open the door for increased share of wallet.

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This episode is 38 minutes long.

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This episode was published on December 19, 2022.

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