Why Tax Proficiency is the new baseline of trust with Daniel Friedman
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Why Tax Proficiency is the new baseline of trust with Daniel Friedman
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Steven is joined this week by Daniel Friedman, a financial advisor who has been leading with taxes for 3 decades. Daniel shares the origin and growth of WMGNA and how leading with taxes has made all the difference. Steven and Daniel discuss why taxes create such a powerful opportunity and why there is still so much room for advisors to get in on the action of providing tax planning for their clients. They also discuss why more and more clients are expecting taxes to be part of the conversation, whether advisors are ready for it or not.
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