March 28, 202200:31:07

Coffee Break with C2P: Tax Client Conversions

It's fourth quarter of the tax season! Are you prepared for April 18th? On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, we're joined by a panel of "tax gurus" who discuss what's working, what's not, and opportunities they see in their businesses to convert tax clients into financial clients. Tune in!

No transcript available.