Episode 18: Positioning For the Potential Of Future Tax Changes – With Joe Elsasser
“When you’re looking at how you’re going to grow, let’s look at what kinds of changes are happening out in the marketplace.” – Joe Elsasser
There’s a new administration in Washington and that will mean changes to many things financial, including taxes. But what will this mean for advisors?
In this episode, Brad Swineheart is joined by Joe Elsasser, president and founder of Covisum, to discuss actionable items for advisors dealing with a new tax agenda and strategies for planning in your practice.
Listen + learn about:
- The primary impact of tax changes for advisors.
- What to expect for the significant changes moving forward.
- How to act on facts for planning instead of acting on fear.
- The types of opportunities for advisors to leverage changes in their marketing.
- And more!
Tune in to learn more about delivering a better answer to your clients’ concerns.
White Glove is proud to present Be Advised – Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.