Turning Prospects To Clients By Leading With Taxes With Josh Ross Retirement Tax Services podcast

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Trading Business Prajin Steven Jarvis Tax Planning

Innehåll tillhandahållet av Prajin and Steven Jarvis. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Prajin and Steven Jarvis eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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Turning Prospects to Clients by leading with Taxes with Josh Ross

4M ago 28:32

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MP3•Episod hem

Innehåll tillhandahållet av Prajin and Steven Jarvis. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Prajin and Steven Jarvis eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this week's episode Steven is joined by a financial advisor and Enrolled Agent, Josh Rosh. Josh joins the show to share his experience with delivering massive value AND growing his financial planning practice by facilitating seminars on, you guessed it, taxes. Bucking the trend to get deep into the complexities Josh shares how he has been able focus on the "simple" side of taxes that is so often neglected to help people find tax savings and peace of mind. Josh openly shares what works and how other advisors can use this great topic in their prospecting process.

https://zurl.co/nQTk

… continue reading

114 episoder

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

Artwork

Turning Prospects to Clients by leading with Taxes with Josh Ross

Retirement Tax Services Podcast

11 subscribers

published 4M ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av Prajin and Steven Jarvis. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Prajin and Steven Jarvis eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this week's episode Steven is joined by a financial advisor and Enrolled Agent, Josh Rosh. Josh joins the show to share his experience with delivering massive value AND growing his financial planning practice by facilitating seminars on, you guessed it, taxes. Bucking the trend to get deep into the complexities Josh shares how he has been able focus on the "simple" side of taxes that is so often neglected to help people find tax savings and peace of mind. Josh openly shares what works and how other advisors can use this great topic in their prospecting process.

https://zurl.co/nQTk

… continue reading

114 episoder

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

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