Have your clients started asking about cryptocurrencies or blockchain? If they haven’t yet, the probably will in the future. Taking the time now to understand this new technology will help you create a plan for addressing clients’ questions or concerns.
While advisors should not offer tax advice, understanding how the 2017 Tax Act could affect your clients is paramount.
Today’s advice and financial planning business is prospering, but the business also faces challenges in the area of financial advice itself. Many prospective clients do not understand the services that firms offer, others do not perceive value in using an adviser, and technology is powering new forms of competition and rapidly re-shaping the expectations of consumers.
3 items found.
Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact [email protected]