Episode 33 - Steven Jarvis, CEO, CPA | Marketing with Emotion: Taxes & Your Money
Update: 2023-09-15
Description
Join expert finance marketer Olivia Luper in an engaging conversation with Steven Jarvis, CEO of Retirement Tax Services, as they dive into the world of tax planning.
Discover how financial advisors can legally minimize tax liabilities for their clients, and learn valuable tips to incorporate tax strategies into your own marketing plans.
Olivia and Steven also share insights, experiences, and best practices to help you effectively communicate tax savings to your clients. Don't miss out on this must-watch discussion on optimizing tax efficiency in retirement!
#taxplanning #financialadvisormarketing
Connect with Steven here:
Website: https://retirementtaxservices.com/
LinkedIn: https://www.linkedin.com/in/stevenajarvis/
If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277
Discover how financial advisors can legally minimize tax liabilities for their clients, and learn valuable tips to incorporate tax strategies into your own marketing plans.
Olivia and Steven also share insights, experiences, and best practices to help you effectively communicate tax savings to your clients. Don't miss out on this must-watch discussion on optimizing tax efficiency in retirement!
#taxplanning #financialadvisormarketing
Connect with Steven here:
Website: https://retirementtaxservices.com/
LinkedIn: https://www.linkedin.com/in/stevenajarvis/
If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277
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