23EDGE-12RA: How to Use Tax Reform to Grow Your Business (Repeat)

Afternoon Session

Would you like to double down on tax management to develop a wealth management business and attract more clients? Alison explains how he uses new tax laws and reform to create marketing outflow and attract high-net-worth clients, which has led him to gather more than $35 million in new client assets over the last 12 months.

Speaker: Dave Alison