All your clients lead busy lives, but perhaps none more so than the business owners and other high-level professionals you advise.
They’ll appreciate some sound advice on saving time, navigating tax rules and dealing with matters of business and family from one busy professional to another. These articles on AdvisorToClient will help you pass on your expertise:
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And don’t worry, if you use our share tools the versions you send clients won’t link back to AdvisorToClient or Advisor.ca.