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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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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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