Monday Minute – February 5, 2024

Demystify and Simplify Tax Planning

This is the time of year when clients need your help with tax planning, so be sure to listen to our recent episode of The Breakthrough Advisor podcast with tax and IRA expert Ed Slott. It’s full of useful advice and strategies that can enhance your conversations with clients and prospects. 

Plus, the Breakthrough Advisor blog brings even more useful articles and perspectives on a variety of topics, from taxes to sales strategies to best practices and much more.

And if you missed our recent webinar “Demystify and Simplify Tax Planning,” you can watch it on demand to learn about the actual tools and technology that are working for our advisors. 

Instead of complicated spreadsheets and tedious data entry, our tools use cutting-edge technology to streamline the tax planning process while also opening up new tax-saving opportunities for your clients.

Find out how our existing advisors have been able to double their average assets per client using our tax planning app and award-winning marketing platform. Check it out in your Hubbard dashboard or ask your Advisor Development Consultant for the replay today.