How to Provide High-Value Services – with Ed Slott [Episode 28]
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.
Ideas Worth Sharing:
The key to retirement planning is not just making money; it’s keeping it when you need it the most in retirement. - @theslottreport Click To TweetIf you lose money to taxes, you’re never getting that money back—that’s a one-way street. That’s why it’s critical to have an advisor that has invested in specialized knowledge in tax planning. - @theslottreport Click To Tweet
If you’re an advisor, you want to put your effort into high-value services. - @theslottreport Click To Tweet
Resources In Today’s Episode:
- Ed Slott: Website | LinkedIn | Twitter
- Ed Slott’s Elite IRA Advisor Group
- Matt Jarvis: Website | LinkedIn
- Micah Shilanski: Website | LinkedIn | Twitter
- Email Matt and Micah!
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