ON DEMAND: Turning the Tables Talking with Clients About Taxes

In this special webinar, Torie Happe, Head of Partnerships at Holistiplan and Docupace, CMO Ryan George have a spirited discussion on how advisors can turn talk about tax returns into one of the most valuable client conversations they’ll have all year long.

Click below to view the webinar recording to learn more about how your firm can take advantage of these solutions.