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
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….