In this webinar, Chief Evangelist Samantha Russell and Head of Partnerships at Holistiplan Torie Happe share how to best market and showcase your tax planning offerings.

They discussed:
0:00: Intro
4:24: How tax planning is the biggest growth opportunity for advisors
7:16: Sharing what you offer on your website
16:55: Create a buzz around what you offer
25:13: Create immediate value and referable moments
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