Turn CPAs Into Referral Sources
Many financial advisors take the wrong approach to seeking referrals from CPAs, said Steven Jarvis, CPA, of Retirement Tax Services in his NAPFA Fall Conference presentation on “Delivering Massive Client Value Through Tax Planning in 2021.” Advisors go to networking events and ask CPAs to send them clients before they develop relationships with those CPAs. As a result, CPAs think of financial advisors as salespeople and try to avoid them, said Jarvis.
7 Tax Pitfalls Financial Advisors Should Avoid This Season
Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.Read More
Advisor Tax Mistake #2-Not Getting Referrals from COIs
“I send tons of clients to my local CPA, but she never sends me a single client back!” As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors.Read More
Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients
This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clientsRead More
The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.
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