Financial advisors may find tax planning with CPAs difficult and time-consuming, but they each must play an essential part in the process. Alanah continues her interview with Steven Jarvis, CPA and co-founder of Retirement Tax Services.

You can also listen to Steven’s own podcast here.

SIGN UP HERE now for Steven’s masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

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Alanah sits down with Steven Jarvis, CPA and co-founder of Retirement Tax Services, to discuss what a CPA actually does and how financial advisors can work best with them to the benefit of their clients.

You can also listen to Steven’s own podcast here.

SIGN UP HERE now for Steven’s masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

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Alanah is once again joined by Ekenna Anya Gafu, Director of Planning at Bay Street Capital, to talk about the wealth gap for Black and other communities in an institutional context and explore both the impacts of this lack of diversity as well as potential for growth.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

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Alanah sits down with Ekenna Anya Gafu, Director of Planning at Bay Street Capital, for a frank conversation on diversity in the financial services profession, how it has changed over time, and what can be done to make the industry more inclusive for all.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

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Alanah finishes her conversation with Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design, by focusing on the importance of formulating a mission statement that inspires employees and clients alike.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

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