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Improve Customer Satisfaction and Build Sustainable Growth with Tax-Intelligent Wealth Management

August 15 at 3:00 am - 4:00 pm

Improve Customer Satisfaction and Build Sustainable Growth with Tax-Intelligent Wealth Management
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August 15, 2024 | 3:00 – 4:00 PM EDT
Speaker: Chris Nowell, Director of Business Development
Price: Free for All

Did you know a tax professional would have to complete over 500 additional returns to accomplish the same growth achieved by integrating wealth management into their business?* Join us for a live webinar August 15 at 3:00pm EST as our wealth management partner, Avantax, demonstrates the benefits, potential growth and ease of integrating these services into your business to make for much more satisfied clients.

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