The result of last year’s presidential election seems to have raised a seemingly endless number of questions for clients and their families. The issues in play range from health care law to tax code changes to the impact of trade policy and regulations on corporate profits.
The good news is that this uncertainty can create a huge opportunity for you — if you take steps to walk your clients through this period of remarkable change. When you show you can keep them on track to achieve their most important goals, you position yourself to capture more assets and introductions to prospective clients and provide the advanced planning services beyond investment management that your wealthy clients value.
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