Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients
One of the best parts of working exclusively with financial advisors is that I get to meet a lot of really interesting and really smart people, especially when it comes to taxes. However even the most tax-smart advisors, ones who can run laps through the tax code, often struggle with how to communicate tax strategies to clients AND how to leverage their tax planning knowledge to differentiate themselves from every other advisor when meeting with prospects.
While my last article focused on getting tax returns from clients, in this article I’m going to focus more specifically on getting tax information from prospects and demonstrating to them how working with you will prevent them from overpaying the IRS.
Recommended Articles
Exclusive: Why Not All Income is Created Equal
We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem
Read More
Congratulations! You’ve Got Your Client’s Tax Return… Now What?
Background Our team is continually reviewing tax returns for our Members. Believe it or not, we really enjoy it. We may be nerdier than most, but a tax return […]
Read More
Known Unknowns: Tax Planning Amid Uncertain Law Changes
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
Read More
