What You'll Learn In Today's Episode:

  • The top three mistakes advisors make when giving tax advice.
  • A common problem that leaves retirement savings at risk.
  • The kinds of high-value services advisors should focus on providing for clients.
  • What information consumers desperately need.
  • Why advisors need tax training.
  • Tax training options for advisors.
  • Action items for advisors who want to provide high-value services.

Podcast Article:

What does it take to provide true value to your clients? Today we have financial expert and advisor Ed Slott on the show to answer that question and more. Named “The Best” source for IRA advice by The Wall Street Journal, Ed works with advisors across the country and provides training in IRAs and retirement distribution planning.

In this episode, Ed breaks down the key areas advisors should focus on in order to ensure they are offering high-value services to their clients. Listen in to learn common (and costly) mistakes many advisors make, why it’s so important to ensure you have proper tax training, and what consumers really need from their financial planners.

  • We hear all of the time being in the RIA space is lonely. It is hard to find like-minded individuals who want to help you to achieve success.

    And most likely, you often ask yourself the same question (we all do)  – Where do I start?

    The TPR’s Starter Kit offers you access to the One Page Financial Plan, Time Blocking & Buckets, our most popular power sessions of all time!

Resources In Today's Episode:

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