Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
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Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85)
Breakthrough Advisor
36 minutes 30 seconds
1 month ago
How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85)
Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax diversification, and the way you start client conversations.
Breakthrough Advisor
Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
