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How Top-Tier Tax Planning Can Differentiate Your Firm with Steven Jarvis, CPA
Manage episode 439714912 series 3552883
Contenido proporcionado por Hillary Gale. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Hillary Gale o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of The Finance Marketing Podcast, Hillary sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can leverage tax planning to elevate their marketing efforts and better serve their clients. Steven also shares his unique approach to marketing through consistent content creation across platforms like podcasts, LinkedIn, and email, and explains why he believes in focusing on real-world, actionable strategies over flashy, unproven tactics.
We’re also exploring how Steven's firm partners with financial advisors to provide them with the tools and resources they need to integrate tax planning into their services, making it a key differentiator in their marketing. If you’re looking to refine your marketing strategy and make your services stand out, this conversation is packed with practical advice and insights you won’t want to miss.
Connect with Steven:
- LinkedIn: Steven A. (The Least Boring CPA) Jarvis, CPA
- Website: Retirement Tax Services
- Podcast: Retirement Tax Services
- Event Registration: The 2024 Next Level Tax Planning Summit
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