Advisor Tax Mistake #2-Not Getting Referrals from COIs
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This article is the sixth in a series of the seven most common mistakes financial advisors make on tax planning with clients.
In my previous article, I discussed evaluating Roth conversions for every client, every year, Leveraging charitable giving, Explaining taxes in buckets, and Action items for tax planning. And in this week’s article, I discussed respecting the value of the COI’s time, staying top of mind in a good way, making it easy to send referrals, taking action, and keeping perspective.
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