How Top-Tier Tax Planning Can Differentiate Your Firm with Steven Jarvis, CPA
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In this episode of The Finance Marketing Podcast, Hillary sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can leverage tax planning to elevate their marketing efforts and better serve their clients. Steven also shares his unique approach to marketing through consistent content creation across platforms like podcasts, LinkedIn, and email, and explains why he believes in focusing on real-world, actionable strategies over flashy, unproven tactics.
We’re also exploring how Steven's firm partners with financial advisors to provide them with the tools and resources they need to integrate tax planning into their services, making it a key differentiator in their marketing. If you’re looking to refine your marketing strategy and make your services stand out, this conversation is packed with practical advice and insights you won’t want to miss.
Connect with Steven:
• LinkedIn: Steven A. (The Least Boring CPA) Jarvis, CPA
• Website: Retirement Tax Services
• Podcast: Retirement Tax Services
• Event Registration: The 2025 Next Level Tax Planning Summit
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