Physician Wealth Meds

IS YOUR SPOUSE INVOLVED IN YOUR MARKETING? Guest: Chris and Amy Cherico of Guardian Tax Solutions Inc.

June 25, 2024 Kevin Sullivan / Wealth Advisor - Host
IS YOUR SPOUSE INVOLVED IN YOUR MARKETING? Guest: Chris and Amy Cherico of Guardian Tax Solutions Inc.
Physician Wealth Meds
More Info
Physician Wealth Meds
IS YOUR SPOUSE INVOLVED IN YOUR MARKETING? Guest: Chris and Amy Cherico of Guardian Tax Solutions Inc.
Jun 25, 2024
Kevin Sullivan / Wealth Advisor - Host

Are you ready for "TAX-TIP-TUESDAY?"
Is your spouse involved in your marketing?  If not, why not?
Ever consider doing short video clips in your marketing?

This episode of Physician Wealth Meds Podcast dives in head first with Chris and Amy Cherico, of Guardian Tax Solutions Inc., in Cary, North Carolina.  
You WILL NOT want to miss this podcast.

If your practice ever needed a boost, a makeover, or a fresh look at how you connect with your patients, you need to see what Chris and Amy are doing and the following that they have created on social media.

For Chris and Amy:
     How do you make tax debt resolution "relatable" to your audience?
     How can you take a rather serious yet complicated topic and make it fun    
     and exciting to watch?

For you and your practice:
     How can you make what you do more relatable to your patients in a fun 
     way?
     How can you connect and thrive by making a few steps to connect on  
     your patient's level?

Not only will we discuss creative ideas for your marketing, but you can also get in touch with Chris and Amy to find out how you could start your own messaging.  

Check out their Linked-In page to see their "TAX-TIP-TUESDAY" clips.
www.linkedin.com/in/christopher-cherico

Connect with Chris and Amy at:  Chris@GTSNC.com
Chris Cherico, EA
www.GuardianTaxSolutions.com
Phone: 919.302.0336
Fax: 919.589.4816 
www.linkedin.com/in/christopher-cherico

Guardian Tax Solutions, Inc
10030 Green Level Church Road
Suite 802-92
Cary, NC 27519

Kevin R Sullivan, AIF® - Accredited Investment Fiduciary
Wealth Advisor and Founder of K D Sullivan Wealth Strategies and the Physician 
Offices in Maine and New York - clients in 15 states

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact: 716-970-4448

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Show Notes

Are you ready for "TAX-TIP-TUESDAY?"
Is your spouse involved in your marketing?  If not, why not?
Ever consider doing short video clips in your marketing?

This episode of Physician Wealth Meds Podcast dives in head first with Chris and Amy Cherico, of Guardian Tax Solutions Inc., in Cary, North Carolina.  
You WILL NOT want to miss this podcast.

If your practice ever needed a boost, a makeover, or a fresh look at how you connect with your patients, you need to see what Chris and Amy are doing and the following that they have created on social media.

For Chris and Amy:
     How do you make tax debt resolution "relatable" to your audience?
     How can you take a rather serious yet complicated topic and make it fun    
     and exciting to watch?

For you and your practice:
     How can you make what you do more relatable to your patients in a fun 
     way?
     How can you connect and thrive by making a few steps to connect on  
     your patient's level?

Not only will we discuss creative ideas for your marketing, but you can also get in touch with Chris and Amy to find out how you could start your own messaging.  

Check out their Linked-In page to see their "TAX-TIP-TUESDAY" clips.
www.linkedin.com/in/christopher-cherico

Connect with Chris and Amy at:  Chris@GTSNC.com
Chris Cherico, EA
www.GuardianTaxSolutions.com
Phone: 919.302.0336
Fax: 919.589.4816 
www.linkedin.com/in/christopher-cherico

Guardian Tax Solutions, Inc
10030 Green Level Church Road
Suite 802-92
Cary, NC 27519

Kevin R Sullivan, AIF® - Accredited Investment Fiduciary
Wealth Advisor and Founder of K D Sullivan Wealth Strategies and the Physician 
Offices in Maine and New York - clients in 15 states

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact: 716-970-4448

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.