“When you're looking at how you're going to grow, let's look at what kinds of changes are happening out in the marketplace.” - Joe Elsasser There's a new administration in Washington and that will mean changes to many things financial, including taxes. But what will this mean for advisors?In this episode, Brad Swineheart is joined by Joe Elsasser, president and founder of Covisum, to discuss actionable items for advisors dealing with a new tax agenda and strategies for planning in your practice.Listen + learn about:
Tune in to learn more about delivering a better answer to your clients’ concerns.Resources: White Glove | Brad Swineheart | Covisum | Joe Elsasser White Glove is proud to present Be Advised - Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.