A2C-client-friendly-logo-248x186

If clients own businesses, incidents will come up that require your input. These topics can include opening a new franchise and concerns about growth. Your clients expect you to help them understand how their businesses will affect their personal financial goals.

Clients making business decisions need to consider a variety of factors, such as impact on expenses, revenue generation and employees. This can be overwhelming, so update them about common strategies. Once they know you’re here to help, they’ll be able to focus on growing a successful company.

Show clients you’re thinking of them with these articles from AdvisorToClient:

Should you open a franchise?

Plan for extra business costs when expanding

Keep business expenses separate

How to leverage trademarks

When a co-owner dies

Don’t overlook intangible assets

There are plenty of related tools on AdvisorToClient, including Action Steps, and ready-to-share posts for social media.

And you can print these articles to pass along to clients, or share them using the site’s email button.

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca