A2C-client-friendly-logo-248x186

You’re always anticipating your clients’ needs, especially when it comes to milestones that can change their finances.

And, as the economy shifts and the market moves, you adjust their plans accordingly.

You’ve become adept at guiding your clients past twists and bumps in the road, changing course when needed. Show them your expertise will cover any future forks in the road with these articles from Advisor To Client:

How to recover from bad financial advice

Tax tips for new home owners

Curing your heirs’ affluenza

Case study: Getting a handle on debt

Prepare for rising rates

Dealing with divorce

Closing a group RESP

Print these articles to pass along to clients. You can also share them using the site’s email button, Twitter and LinkedIn.

There are helpful tools on this topic at AdvisorToClient including Conversation Starters and ready-made client Checklists.

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca