TITLE

Resolutions for a More Productive Practice

AUTHOR(S)
Salsbury, Gregory
PUB. DATE
January 2011
SOURCE
Journal of Financial Planning;Jan/Feb2011 Practice Management Sol, p9
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on the three resolutions that will help advisers create a practice that is more efficient, productive and delivers greater value to clients in the U.S. The tax harvesting strategy is being use to help minimize the impact of taxes considering the multitude of tax increases to be implemented. Advisers have been advised to expand their knowledge that will affect the client's financial situation such as the healthcare costs, estate planning and long-term care. Moreover, advisers must take a more personalized advice in handling the finances of their clients.
ACCESSION #
57458280

 

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