Retirement Tax Services Podcast Steven Jarvis

Summary: Steven is once again joined by the incredible Jamie Shilanski to talk about how to level up your team when it comes to tax planning (and really any topic). Jamie shares why she has 4 people on your team currently working towards their Enrolled Agents designations, most surprising might be the fact that not all of them are financial advisors! Jamie shares fantastic insight about how to motivate and incentivize team members to constantly learn and level up, all for the benefit of the clients you serve.
https://zurl.co/vhB9

This week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time go more smoothly (which means more gets reported correctly and clients have better outcomes!). Listen to the end as Eric and Steven discuss actions that advisors can take regardless of what platform they are currently on.
https://zurl.co/E1Ar

This week's episode is a great discussion between Steven and Gary Russell, a founding partner of Helium Advisors, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of really building a team, not simply sharing a company name. Steven and Gary provide examples of what does and doesn't work in the real world and provide action items that any advisor can take to level up on tax planning.

https://zurl.co/Q6fJ

In this week's episode Steven is joined by a fellow CPA who happens to also be a lawyer, Mike Payne. Mike is an incredibly forward thinking firm owner who has embraced providing comprehensive services to clients for years. And not the "comprehensive" buzzword so often used in the industry but an actual example of the word in practice. Mike's commitment to doing this has led him to explore new possibilities in legal structure and business arrangements to make sure that ultimately the client wins. And as a bonus Mike committed on the episode to joining the RTS Summit in September so you can meet him in person and ask even more detailed questions.

https://zurl.co/Tt6s

Steven is joined this week by Lisa Zeeveld, CFO of Belay Solutions to talk about how Financial Advisors can do more professionally and personally by leveraging a great assistant. Lisa and Steven share their own experiences using VAs, reservations they had, surprising successes and why there is no going back once you've started using one. Listen in as Lisa and Steven explain why a VA is an investment every Financial Advisor serious about leveling up should make. And because we are all about taking action and delivering massive value Lisa has a free resource for all of our listeners to help jump start the delegation process.
https://zurl.co/sDqe

This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI tools to supplement their content creation without losing their voice and authenticity.

https://zurl.co/fXBK