Taxes play a significant role in your clients' financial pictures—in fact, in a 2018 survey from 1st Global, 66% of affluent customers said tax knowledge was the most important factor in choosing a financial advisor. But even if your firm doesn't offer tax preparation or planning services, you can still help clients avoid surprise tax bills. This article from the New York Times is a great example of how to do it.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.