What About Taxes? How to Integrate More Tax Planning Services Into Your Practice The Advisor Lab by CION

In this episode, we sit down with Steven Jarvis, Co-Founder, CEO and Head CPA at Retirement Tax Services – a tax planning platform that enables financial advisors to better communicate, engage, and educate their clients around taxes. Steven and I get into the experience of building his business so far – how he went narrow on both audience and topic, what he’s learned about the model as he’s scaled, and how advisors can integrate more tax planning content and services into their business.
Check them out: https://retirementtaxservices.com/
Check us out: https://www.thesevengroup.com/