Taxes are often the single greatest expense people face when they retire. It’s your job as a financial advisor to provide consumers with the planning strategies they need to maximize their income and minimize their taxes. You can proactively plan today to mitigate taxes in the future.
If you diversify your client portfolios across equities, bonds, and alternative investments, why wouldn’t you also want to diversify their tax plan?
The best part?
You don’t even need to have any prior tax experience.
Schedule a complimentary call to see how taxes can help you attract new clients and allow you to charge larger planning fees.