Month: July 2020

Common Miscues That MAY Get Your Client Audited

Is one of your clients about to get audited by the IRS? Have you ever wondered why some tax returns are audited, while others aren’t? The IRS doesn’t have enough personnel and resources to examine every tax return, so they rely on a variety of systems to target the returns that will generate the most …

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Using Newsletters for Email Marketing to Build Relationships

Finding a way to stay in touch with clients and prospects is not only a great way for marketing financial planning, but a great way to create loyalty and softly stay in front of potential clients or prospects in your pipeline with email marketing. Providing your clients with an attractive personalized newsletter is one way …

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