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What You’ll Learn In Today’s Episode:

  • The top three mistakes advisors make when giving tax advice.
  • A common problem that leaves retirement savings at risk.
  • The kinds of high-value services advisors should focus on providing for clients.
  • What information consumers desperately need.
  • Why advisors need tax training.
  • Tax training options for advisors.
  • Action items for advisors who want to provide high-value services.

Resources In Today’s Episode:

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