Your Clients Aren’t Planning For This. Are You Asking? With Rick Wells And Doug D’Andrea
Tax Rep Network with Eric GreenShow Notes
Your clients trust you with their taxes—but who is asking them the questions that could protect their family, their business, and their financial future?
In this episode, Eric Green sits down with financial advisors Rick Wells and Doug D’Andrea to discuss the planning conversations every tax professional should be having with clients. From life and disability insurance to retirement planning, buy-sell agreements, long-term care, and estate planning, these are issues clients often overlook until it’s too late.
They also explore why these conversations represent a major opportunity for tax professionals to move beyond compliance and into higher-value advisory services—without necessarily becoming financial advisors themselves.
Plus, Eric shares real-world examples of what happens when clients fail to plan—and how tax professionals can help make sure those conversations happen before there is a crisis.
Download the free “10 Estate Planning Questions Every Tax Professional Should Ask Every Client” resource and learn how to start these conversations in your own practice.
Register for the free webinar series “What Happens When a Client Dies” here: https://taxrepnetwork.com/programs/estate-planning
Download our free Guide “The 10 Estate Planning Questions Every Tax Pro Should Ask Every Client” here: https://taxrepnetwork.com/resources
Contact Rick Wells here: [email protected] Contact Doug D’Andrea here: [email protected]
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