Most independent financial advisors and RIAs do not offer tax planning and strategy services. On the surface, this makes sense as the primary nature of the client relationship is to manage investable assets. However, if we dig a little deeper, according to Steven Jarvis, CEO of Retirement Tax Services we will likely find that advisors are leaving a lot of money on the table by not offering tax planning.
In this episode of the Modern Financial Advisor Podcast, Steven shares how his firm has made it easy for financial advisors to add tax planning to their practice without the need to bring on staff or become a CPA themselves.
Company Update: As I mentioned in the video above, Truelytics recently unveiled our Solutions Partner Program for consultants, CPAs, M&A professionals, and other providers who serve financial advisors. The program is a fantastic opportunity for you to quickly and easily bring value to your clients.
Helping Your Clients Prepare for Estate Executor Duties - There are a lot of ways you can help your clients beyond your core services of investment management. In this episode, you'll hear how helping clients prepare for estate executor duties can take a huge burden off their shoulders and position your firm for a more secure future.