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Still trying to get your strategic alliance off the ground? Recognize how a CPA's worldview and work focus can create barriers to working effectively with a financial advisor. Then implement a four-step plan to win trust.
With the do-not-call regulations, personal introductions are more important than ever before. This column outlines two proven strategies that will get you personal introductions to great prospects.
Use clients' tax returns to schedule financial and portfolio reviews. Their latest returns give you a tremendous opportunity to dig into their financial situation, identify potential problems, and maybe add assets as well. Best of all, your clients will feel that you are the only advisor who takes the time to really get to know them and the big picture.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025