Review Detail

It was good. I think that advisors need a little more sales ideas though. In other words, it's good to know about ways to lower taxes, but how do advisors then turn that into a revenue-making action plan? I know that would take more time than the hr we had, but something to think about for the future. It's good helping clients save on their taxes, but it's also good to increase the advisor's revenues. Thank you for the presentation.