{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep 470: Growing To $500M AUM With An Evergreen HNW Client Service Calendar For Evergreen Fees with Debra Taylor","description":"Clients often don\u2019t fully realize the depth of value their advisory team provides\u2014unless that value is clearly articulated and demonstrated throughout the year. This episode explores how a thoughtfully designed client service calendar can both strengthen client retention and increase new client conversions by making financial planning and tax strategy more visible and tangible. Debra Taylor serves as Managing Partner of Carson Wealth Franklin Lakes, a practice within the RIA Carson Wealth that manages $500 million in AUM for 120 client households. Listen in as Debra shares how she built a seasonal client service calendar to clearly communicate her team\u2019s year-round value, from tax letters and Roth conversion planning to estate strategy and investment deep dives. You'll hear how placing tax and distribution planning at the center of the client experience has generated measurable savings for her clients, how video explanations and structured service delivery reduce pressure during meetings, and how the calendar itself strengthens retention by helping clients see exactly what they\u2019re paying for. For show notes and more visit: https:\/\/www.kitces.com\/470 ","author_name":"Financial Advisor Success","author_url":"https:\/\/www.kitces.com\/podcast\/","html":"