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...