Behind the
Drive

Welcome to “Behind The Drive,” a unique video series hosted by our founder, Jason Barber, as he makes his daily drive to the office while also filming educational videos to empower financial advisors who are seeking to break free from wirehouses and captive broker-dealers.

Episode

4

Jason discusses tax preparation and planning services at standalone RIAs and independent advisors are increasingly integrating tax advice into their service offerings, creating a one-stop shop for clients’ financial needs. Learn more about how this holistic approach can supercharge both client value and practice growth.

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