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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

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 (..)

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Navigating the Planning and Sales Process for Your Financial Advisor Practice

Conneqtor

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 clients manage their finances; you’re also… Read More »

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CRM for Tax Professionals and CPAs: How to Effectively Manage Tax Client Relationships

Harness Wealth

Key Takeaways: CRM system centralizes all client and prospect information, helping tax firms manage client interactions and replacing manual systems like spreadsheets. A client portal serves as a one-stop shop for client collaboration and managing client tasks.

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Why a CRM for Financial Advisors is Critical For Growing Your Business

FMG

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.

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The 3-Part Solution for Expanding Tax Client Relationships

Harness Wealth

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.

Taxes 52
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Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

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

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Stuck Inside? Save 20% On The Marketing Guide For Financial Advisors! (Buy Now)

Indigo Marketing Agency

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, client management, email marketing, and social media.