Top 5 Tax Tasks to Tackle With Clients Before Year-End
By Lawrence D. SprungAdvisors are wise to prep their client for 2022 by also working with their CPA.
December 08, 2021
4 Ways Health Systems Need To Reinvent ThemselvesThe carriers you work with have new competitors.
December 07, 2021
Regulators: Hold On to Digital Communications!The pandemic forced online communication through several devices; now, regulators want advisory firms to hold on to this information.
December 07, 2021
The Case for Fixed Indexed AnnuitiesAn advocate for the products talks about why he believes your clients need them.
December 06, 2021
22 Uses for Annuities in 2022Annuities can't cook a potato, but they can do many other things.
December 02, 2021
5 Tips for Designing a Top Client PortalA great portal helps clients best understand their finances and your value as an advisor.
December 01, 2021
Deepen Relationships With 3 Additional AccountsAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
December 01, 2021
4 Smart Ways to Close Out a Bewildering Tax YearRetirement savers, business owners, crypto investors and residents of high-tax states: Take note.
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