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Horsesmouth Essential: What’s Working Now: As the landscape of financial advice shifts, advisors must offer diversified services to retain clients. This advisor is a long-time advocate for integrating tax planning with investments and financial planning to provide wraparound financial care for clients.
Quality service is a great way to retain clients—but it’s not a differentiator to attract new ones. So, how can you make your superior service standards function as an effective marketing draw?
December Chart Talk: Mass affluent, millionaire, and UHNW clients may have different preferences for their financial plans, but they do agree on a few top priorities.
Horsesmouth Essential: Clients may be aware of the outcome of good financial behavior, but if they don’t feel personally capable of saving more, they will never do it. Here’s how to help them gain belief in their own power to be financially responsible.
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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