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Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)
I like to joke sometimes that a financial advisor hears more from their clients than the clients’ attorney, doctor, and therapist all together! As you embark on this path, you’re not just helping clientsmanage their finances; you’re also… Read More »
Key Takeaways: CRM system centralizes all client and prospect information, helping tax firms manageclient interactions and replacing manual systems like spreadsheets. A client portal serves as a one-stop shop for client collaboration and managingclient tasks.
CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients. Whenever CRM is mentioned, it’s usually in reference to a tool that can manage customer relationships across an entire lifecycle. What is CRM? CRMs also help you: 1.
Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. The more a firm can either automate processes or outsource tasks, the more time it’ll have to build deeper client relationships.
Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61 Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61 million (single) / $27.22 million (married) gift tax exemption before it drops in 2026. million (single) / $27.22
For a limited time, you can save 20% on your paperback copy of The Marketing Guide For Financial Advisors on Amazon (on sale for just $15.99). Then it breaks down the top financial advisor technology tools I recommend for CRM, risk analysis, clientmanagement, email marketing, and social media.
Most importantly, tax practices are built on strong client relationships and specialized knowledge. Understanding an external sale as a part of your exit strategy Technology modernization as a foundation for the next generation Understanding the owner’s exit strategy why timing is everything What factors influence an exit timeline?
KB: With a recession likely in the coming year, Nationwide Economics expects the unemployment rate to rise as businesses cut costs in response to reduced sales and recessionary impacts. With so much on clients’ minds, how can financial professionals help them meet their goals and foster a trusting relationship? by mid-2024.
Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They help clientsmanage their financial aspects and develop customized strategies based on their needs.
But sales exceeded analysts’ expectations, and Beyond Meat offered encouraging revenue guidance. Our confidence is low that such initiatives can materially improve BYND’s most pressing issues; repeat purchase & lack of new trial,” he wrote in a note to clients. million, or $1.58 a share, in the year-ago quarter. million from $109.5
Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61 Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61 million (single) / $27.22 million (married) gift tax exemption before it drops in 2026. million (single) / $27.22
They carry out risk assessments, perform financial analyses, and generate reports for sales and management teams. While their primary function is to market and research for sales leads, agents can expect a decent salary and additional commissions. Knowing how much protection clients qualify for is a critical part of their job.
Most importantly, tax practices are built on strong client relationships and specialized knowledge. Understanding an external sale as a part of your exit strategy Technology modernization as a foundation for the next generation Understanding the owner’s exit strategy why timing is everything What factors influence an exit timeline?
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