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You Know What They Say About Taxes
You know what they say: nothing in this world is as consistent as taxes. Unfortunately, we all know how true that can be. However, you may be making mistakes in tax planning that lead your clients to pay more than they should.
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Let’s Take a Look At Your ADV
Before giving someone else advice about their practice, make sure you’re not the one speaking out of turn.
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Let’s Get a Copy Of The Tax Return
Instead of trying to argue with the client about the dangers of owning rentals, simply ask that the client get a copy of the tax return because “like fishing stories, everyone tends to exaggerate how much money their rental makes, EXCEPT when reporting it to the IRS.”
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Value Adds
If you are routinely providing clients with value adds in a consistent, efficient, and deliverable manner, the fear and doubt surrounding whether or not you’re worth what your charge begins to dissipate.
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Email Is Still Mail
Somewhere along the way, we forgot that email is just that… mail. If you received a piece of written correspondence from a client, would you rush to your desk to send a letter back?
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Is The Financial Advisor Community Too Sensitive To Change?
“That’s a little harsh, don’t you think?” Was something that I heard recently from a group of Financial Advisors…
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Should We Buy Gold?
Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar strength/weakness, and ask – should we buy gold?
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