Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business Modern Financial Advisor

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.