Today’s episode is great for all financial planners, but especially those wanting to incorporate more in-depth tax planning—and even tax preparation—into their service model. XYPN member Dave Zaegel is here to share his journey from public accounting to financial planning to starting not one, but two firms of his own. Now a partner at both an accounting firm called CPAs for Hire and a financial planning firm called CWOs for Hire, Dave provides comprehensive financial planning services, including tax work, for his clients.
In this episode, Dave discusses how his two businesses are structured and how they work together within his service model. He also talks in depth about the way his financial planning process works, why he decided to focus on a niche of small business owners, and his plans for the future as both of his businesses continue to grow.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/183