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 […]
May 5, 2021
3 Steps Financial Advisors Can Take to Communicate Value to Clients
According to a recent study by Vanguard, 45% of the perceived value of your service comes from your client’s sense of well-being and their overall trust in you as a financial advisor. Your ability to communicate your value in clear, quantifiable terms is the key to building that trust and maintaining that sense of well-being. […]
