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Resilient Advisor

Resilient Advisor is a podcast for Financial Advisors, dedicated to helping listeners build resilience in their business and personal life through stories, strategies and frameworks. Jay Coulter interviews industry leaders to find the best practices of today's top performers. More information can be found at www.resilientadvisor.com. Follow Jay Coulter on Social Media: YouTube: https://www.youtube.com/c/sjaycoulter Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter
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Now displaying: Category: tax planning
Aug 17, 2022

How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss why tax-centric financial advisors are uniquely positioned amid market volatility.

Learn More about Avantax Wealth Management:

Website: https://www.avantax.com/for-your-wealth-planning/wealth-management

LinkedIn: https://www.linkedin.com/company/avantax-wealth-management

Twitter: https://twitter.com/Avantax_Wealth

Connect with Todd:

LinkedIn: https://www.linkedin.com/in/todd-mackay-b1318b

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