Episode 91: Tax Prepping at Wood Financial Group
On this week\u2019s episode of the Retire Y\u2019all Podcast, Adam chats with the innovative financial firm owner, Wes Wood. Tune in to learn about Wes\u2019 unique offerings at his vastly successful firm, Wood Financial Group.
Key takeaways:
- How Wes\u2019 firm, Wood Financial Group, came to be
- Wes\u2019 transition into working with Advisors Excel
- Why it\u2019s so great to have a tax service at a financial firm
- Adapting to growth within both their companies and taking on bigger roles