How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates

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A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions

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How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates

How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates

AdvisorPerspectives – (January 2022)