Visualizing Tax Planning with Ross Riskin, Ep. 119
Update: 2023-01-02
Description
Visuals are a great tool for improving our client's understanding of complicated topics and elevating levels of trust between CPA and client. Unfortunately, although we know visualization is incredibly helpful, many advisors and tax professionals don’t actually know how to use it in their practice. Today, Ross Riskin, Chief Learning Officer at the Investments & Wealth Institute and Chief Creative Officer at visiWealth, will be joining the show to share his knowledge on this topic, specifically why visuals are so much more impactful than just text alone.
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