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Whether it’s a new client with a history of tax problems, or a longtime client who’s slipped up, your clients call on you to solve financial gaffes.

Advisor To Client has a number of articles that can help you remedy a slip-up and avert future blunders.

How to find lost insurance

Come clean with the CRA

Marriage contracts are critical

Avoid mistakes as an American in Canada

3 estate planning mistakes

Avoid common RDSP mistakes

Best of all, these articles are simple to share with clients using LinkedIn, Twitter

or the site’s email button.

And there are plenty more resources where these came from: browse them all here.


Originally published on Advisor.ca

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