E177 — The New Client Experience: Direction - Tax Intelligence Integration
Nobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host Justin Lakin dive deep into why most advisors are missing the boat on one of the biggest opportunities in holistic planning: proactive tax intelligence.
You’ll hear why tax strategy often falls in the “too hard” pile, how to shift from avoidance to opportunity, and what tools and frameworks you can use to bring immediate value to clients, without crossing compliance lines or becoming a CPA. Wes also shares a powerful mindset shift: when you start seeing the tax code as a playbook instead of a problem, you unlock a new level of client transformation and professional referability.
What to expect from their conversation:
- Why most advisors avoid tax planning (and how to stand out if you don’t)
- Tools like Holistiplan, narratives checklists, and Q4 strategy sessions
- Tips for integrating CPAs and navigating pushback with confidence
- Practical tax concepts to build referability and efficiency
Resources:
Previous Episodes of Interest:
- Setting Expectations: How to Define Planning ROI Early
- Heritage vs. Inheritance: Legacy Conversations That Stick
- Making a Family Bank Work for Real Life
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