Best Practices for Financial Advisors

Best practices around automations, practice systematization, scaling & growing your financial advisory practice.


May 12, 2021

Best Practice - Capture Tax Impact

Here is a way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, working with a client throughout the year, there are going to be times that your recommendation creates a tax impact. Capture it, tag it and send out an email to the client […]
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