RFG Advisory (@rfgadvisory) 's Twitter Profile
RFG Advisory

@rfgadvisory

Investment advice offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.

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linkhttps://rfgadvisory.com calendar_today11-02-2014 14:54:14

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RFG Advisory
@rfgadvisory

4 months ago

It's Tax Day! If proactive tax planning isn’t already part of your client strategy, today is an opportunity to reflect on how to empower future client conversations. Here are 5 tax planning conversations rooted in #befi to help you connect with clients. bit.ly/3YzeWcq

It's Tax Day! If proactive tax planning isn’t already part of your client strategy, today is an opportunity to reflect on how to empower future client conversations. Here are 5 tax planning conversations rooted in #befi to help you connect with clients. bit.ly/3YzeWcq