Download - Taxes, marketing and compliance" with Marie Swift and Jonny Swift

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Retirement Tax Services Podcast

Business:Investing

Taxes, marketing and compliance" with Marie Swift and Jonny Swift

2024-05-20

Download Right click and do "save link as"

This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI tools to supplement their content creation without losing their voice and authenticity.

https://zurl.co/fXBK