Kevin Knull, CFP® will deliver an insightful presentation at the NAPFA Spring 2025 National Conference on May 8th, 2025 in Phoenix, titled 'Leveraging IRS Data for Accelerated Organic Growth in Your Financial Advisory Firm'. The session will explore how advisors can leverage consent-based IRS data via a financial baseline report to efficiently uncover held-away assets, enhance the quality of financial plans, identify hidden wealth in businesses and trusts, offer a turnkey prospecting solution, and partner effectively with CPAs.
Click here to learn more via the National Association of Personal Financial Advisors
