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.