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Generalist advisors charge for their time, while specialists charge for their expertise. The emerging divorce planning niche offers a lucrative role for financial advisors within the collaborative divorce process.
It’s never too early to start thinking about what’s going to happen to your business once you retire—and in the years just before you retire. You don’t want to lose clients unexpectedly because of a sloppy transition.
Advisors with a strong planning background can become central players in a more civilized divorce process that's gaining popularity. Those who do will also be tapping into an unexpectedly strong referral network.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024