Ep 24: How To Constructively Compete With Other COIs


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By Prajin and Steven Jarvis. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

This Tax Q&A Friday finds Steven answering a question from Anthony, a financial advisor in New York: How do you create a relationship with a client’s account when their firm offers its own wealth management practice?

62 episodes