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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

NOVEMBER 28, 2022

Tax Planning. In addition to managing investments, tax planning is another area where advisors can demonstrate their value in dollar terms. This often starts with reviewing the client’s tax return to ensure they received the credits and deductions for which they were eligible.

Tax Planning 130
Tax Planning Planning Investments Profit and Loss 130
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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

DECEMBER 17, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. But many firms will find that their client referral rates are flat.

Education 130
Education Planning Benchmarking Investments 130
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