In this webinar, Chief Evangelist, Samantha Russell and Chief Growth Officer of Holistiplan, Chris Field share their expertise, guiding you on how to effectively request tax returns from clients and identify key areas where you can showcase your value. You’ll gain valuable insights on leveraging tax returns to provide tailored recommendations that can leave a lasting impact on your clients.
The Gap Between Client Expectations and Services Rendered [2:11]
- People want one provider and point of contact for everything.
- There is so much marketing opportunity for firms who offer tax planning.
- There is a big expectation for your advisor to be looping their clients into tax planning but only 25% are doing it.
- Remember to set up a strong headshot image and banner, write a great headline, personalize your LinkedIn URL and turn your summary into a story.
- The “unadvised” said tax-planning is the fourth most important service to them while it’s the FIRST most important service to wealthy clients.
- Only a third of Americans work with a financial professional.