Dallas, TX (November 5, 2018) – Debra Taylor, CPA/PFS, JD, Wealth Manager, Certified Divorce Financial Analyst, Principal and Founder of Taylor Financial Group in Franklin Lakes, New Jersey, educated her peers in a 3-day tax and practice management workshop in Dallas, Texas. The workshop gave Debra a platform to offer guidance and professional insights to her peers on the new tax laws and how they affect clients.
Debra also addressed building a sustainable firm, building better digital DNA and making financial planning the cornerstone of a practice. In addition, Debra addressed how to improve client interaction skills based on best practices across the financial services industry.
“Educating my fellow peers is extraordinarily rewarding, especially when I am confident that I am making a difference for my colleagues and their clients. Sharing my insights on how to run a top notch firm, how to navigate the new Tax Act and tips on how to enhance the client experience is priceless to my peers and their clients.”
Debra will also be presenting the tax workshop in New York City on November 14.
About Taylor Financial Group
Taylor Financial Group, LLC (TFG) is full service, woman-owned, independent wealth management firm located in Franklin Lakes, New Jersey, which specializes in advising affluent women and their families, high net worth families, and small business owners. TFG has more than twenty years of experience in wealth management and with the help of a diverse tax and legal background, provides unbiased, comprehensive, and custom financial solutions to all of their clients with the help of WealthMatch™, their personal financial planning experience.