How to Use Tax Planning to Grow Your Practice

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Matthew Jarvis, a Seattle-based financial advisor, knows what it takes to build a successful and profitable financial planning practice. His firm brings in seven figures in revenue annually and, crazy enough, Jarvis spent over 200 days outside the office last year.

With the right systems in place, you can achieve your personal goals while still building a successful practice and adding massive value to your clients.

I recently interviewed Jarvis on the Experiments in Advisor Marketing podcast to talk about tax planning and why so many financial advisors shy away from offering this type of advice.

Advisors can leverage this gap to grow their client base and provide more value to the people who trust us with their hard-earned money.

If you’re curious about providing tax planning services to your clients, here are the highlights from my conversation with Matt.