Jun 15, 2021
If you’re looking for a way to separate yourself from other advisors, tax planning just might be the answer.
Most people are focused on tax preparation each year but providing tax planning as part of an overall approach to serving clients, you’ll be able to provide additional value to each person you work with. The...
Jun 4, 2021
One of the positives that came out of the COVID pandemic was the increased comfort most people now feel on virtual calls and online video conferences. While we’ll be able to transition away from doing as many of these as advisors, it’s still a valuable tool that we now have at our disposal.
The Renegade Advisor...
May 1, 2021
Today we’re excited to bring on a good friend and a successful business owner who’s managed to merge different practices into one operation.
Trent Benedetti, CPA, CFP, IAR, owner of Benedetti Financial is our guest on this episode of the Profitable Advisor and he’s a perfect example of how to provide multiple...
Apr 15, 2021
If you want a master class on marketing strategy, this might be the closest you’ll get in a single podcast episode.
Today we’re talking with Kia Arian, who we’ve worked with for a few years. She’s a strategist and graphic designer to many of the biggest marketing names out there. She’s also helped with...
Apr 1, 2021
It’s time to introduce you to Paul Durso. He’s one of the original members of the Renegade Advisors program and has enjoyed a lot of success after stepping out on his own.
To understand Durso’s process, you have to know his background. He left a successful practice in Michigan because the partnership wasn’t...