Value-Added Services to Offer Your Clients Now

Apr 20, 2009 / By Debra Taylor, CPA/PFS, JD, CDFA
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Advisors can make the most out of this bear market by moving clients' focus away from things we can't control—like the market—and toward things we can control, like tax-efficient wealth transfers and gifts, Roth IRA conversions, and customized communications.

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