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