Click Here To Listen To The Retirement Tax Services Podcast


What You'll Learn In Today's Episode
  • As financial advisors, you should always know who your clients work with. During the onboarding process, collect and record this information about their CPAs, attorneys and other COIs in your CRM.
  • Develop a system that helps you build relationships with your client’s COIs over time. Matt Jarvis shared a great system that he has developed in the previous podcast episode, so make sure to check that out.
  • Make sure this system you ideate or adapt is valuable and easily replicable so it can serve you for different clients and the different professionals they work with. It always helps to write down the steps involved.
  • Ensure that you are always up to date with your clients and prospects' tax returns. Knowing what’s going on in your client's financial life helps to reduce the likelihood of there being factors you haven't considered when making tax paying recommendations such as a Roth conversion
  • In case of a conflict with a COI, try to solve it amicably without going on the defensive.
Resources In Today’s Episode: