Building Client Trust with Proactive Tax Planning
ON DEMAND
This event is now available on-demand. To view the on-demand webcast click here to register.
Sponsored by:
For financial advisors, the new year presents a critical opportunity to move beyond reactive problem-solving and build deeper, more resilient client relationships. Proactive, year-round tax planning is no longer a value-add; it's an essential strategy for demonstrating expertise, preventing unwelcome surprises, and cementing long-term trust.
Join us for an insightful webcast designed for advisors who want to integrate effective tax planning into their practice. We will provide clear, actionable guidance to help you build a proactive framework that serves your clients and strengthens your advisory role. You'll transform tax conversations from a source of stress into a powerful opportunity for collaboration and trust-building.
You will learn:
- Foundational strategies for implementing an effective, year-round tax planning process.
- Proven techniques for initiating productive tax conversations with clients.
- Practical recommendations for early-year tax planning and key year-end opportunities.
Speakers:
Michael Baughman, CFP® | Enterprise Activation Specialist | Holistiplan
Alanna O'Connell | Marketing Manager | Holistiplan
Click here for your Premium Holistiplan Subscription discount code
Questions? Please email: [email protected]