There are five critical issues all advisors should do for their clients and themselves before the bustle of the holiday season sweeps us all into the New Year, said David Adams, a Raymond James advisor and vice president of Southwestern Investment Services in Nashville.
Adams, a $1.3 million producer who manages $140 million in assets, and who holds both the certified public accountant and certified financial planner designations, said certain tax strategies have to be implemented in order to protect client assets, and that advisors should make time for their own businesses too.
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