Your clients are confident their financial plans will cover their basic needs because you’ve been attending them well. So it’s time to introduce advanced planning techniques that your sophisticated clients can use to save more money, minimize tax further and prepare for their future comfort.
For instance, your business-owning clients can use income-splitting techniques, or hire family, to minimize tax. Your wealthy clients will be intrigued to learn why they should apply for CPP when they retire. And your frugal clients will appreciate tips on making their incomes last longer.
Show clients you’re always thinking of ways to protect and grow their incomes with these articles from AdvisorToClient:
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Dynamic’s Equity Income team introduces four new funds designed to take advantage of opportunities in the U.S. and around the world to help deliver the income your clients need.
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