Welcome to the Building a Financial Planning and Tax Advisory Business podcast series, where a panel of successful practitioners talk about how to formalize financial planning services, such as estate, retirement, risk management and investment planning.
This 10 step podcast series covers topics such as offering tax & financial planning advisory services, the different ways to offer the service, how to set client fees, how to deepen relationships, how to work with other advisers, technology and much more.
You will gain insights into the following questions:
Step 1: Why should I offer tax & financial planning advisory services?
Step 2: How do I get started?
Step 3: What are the appropriate fees to charge?
Step 4: How do I approach new client meetings & offer financial planning services to current tax clients?
Step 5: What is the best way to create deep relationships with clients?
Step 6: How do I decide between serving as the primary point of contact or as a hyperspecialist?
Step 7: How do I structure staffing and work with other advisers?
Step 8: What do I need to know if I decide to offer investment advisory services?