As a Financial Advisor, your clients see you as the go-to guy (or gal) for just about everything that has to do with money. As perfectly proactive as you are, there’s one area of financial management that many advisors don’t dig into deeply enough with their clients: philanthropy. For whatever reason, it’s simply not a […]
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We want to tell you a story. Once upon a time, in a village far, far away there lived a financial planner. This financial planner knew a few CPAs and he was trying to build better relationships with them, in hopes that it might lead to business referrals. The financial planner was always reaching out
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Last week we told you all about Evernote and how it can minimize stress and maximize productivity during tax time. This week, we want to share tips on how you can empower your clients to melt away stress all year long using Quickbooks. Chances are, some of your clients are using it; however, in most
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Last week we told you all about Evernote and how it can help strengthen your professional relationships and enhance your productivity. This week, we want to share insights on a tool you can use to attract more high net-worth clients into your financial planning business: Quickbooks. Chances are, some of your clients are using it;
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As a Financial Advisor, you know how it works. Relationships are everything. And relationships are built over time between people that support each other. Take CPAs for example. When you get in the habit of sending referrals and helpful insights to a select number of CPAs that you’re building a relationship with, you’re going to
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