Mar 27, 2023
In this episode Steven welcomes RIA Attorney Leila Shaver to the show to talk about the line between tax planning and tax advice. They both openly share their opinions on where Advisors can potentially get in trouble and whole-heartedly agree that there is A LOT more Advisors can be doing around tax planning for...
Mar 20, 2023
In this episode, Steven and his guest Derek Notman dive into some of the non-technical areas of tax planning and talk about why it's so important to include in a client's life. Derek shares insight from his years of experience on the important of personal branding and building trust and talks about why taxes are so...
Mar 13, 2023
In this episode, Steven's guest is Jeremy Straub, the CEO and Founder of Coastal Wealth. Jeremy has over 20 years of experience in the industry with multiple firms and shares his experience with the power of differentiation (including through tax planning) and the value behind having systems and processes for getting...
Mar 6, 2023
Steven is joined by the CEO of Asset Map, Adam Holt, to talk about the cross-section of technology and financial planning. Their conversation covers the evolving tech space but also dives into where Advisors can deliver the most value to their clients, regardless of what software they might be using. This...