Using podcasting as a marketing strategy to attract (retired) clients with Roger Whitney

Using podcasting as a marketing strategy to attract (retired) clients with Roger Whitney

Roger Whitney is a accomplice at WWK Wealth Advisors, an unbiased RIA, the place he works with a private retirement shopper base with $ 75 million in property underneath administration….

Systematize clients’ tax returns by creating automation software with Roger Pine

Systematize clients’ tax returns by creating automation software with Roger Pine

Roger Pine is the co-founder of Holistiplan, a tax planning software program designed to systematize and automate the consumer’s tax return assessment course of to search out potential planning alternatives….