Howard Morin joined host David Armstrong on Wealthanagement.com's RIA Edge Podcast
Catch up with Howard Morin on this month’s episode of @WealthManagement.com’s RIA Edge podcast! Alongside host @David Armstrong, Howard discussed the importance of integrating tax planning into the center of wealth management services. “We saw a lot of clients that were living these first-class lifestyles, but their portfolio and taxation were definitely running in coach or deep economy. Just getting clients to at least a level of equalization and identifying where we can help certainly allows us to help them excel, both on the tax and on the wealth planning side.” Listen to the latest episode of the RIA Edge podcast to learn more about the significance of incorporating tax planning into a clients’ wealth management and the many doors it can open for an advisor.
