In this world of low bond yields and crazy valuations in stocks, trying to show your value in the world of investments is tough. To create loyal clients, advisers must step up their offering with comprehensive planning based on client goals. One component that typically provides a great wow factor is deep dive tax planning.
When I discuss tax planning with other advisers, they think about techniques such as capital loss harvesting or back door Roth conversions. This is only a small part of what you can offer to provide potentially much greater return.
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