How the CARES Act Impacts Your Clients’ Taxes By Ray Sclafani | April 20, 2020 Share: Harold Evensky’s musings on the Coronavirus McKkinsey & Company: The Future is Not What it used to Be - Seven Elements for Business Leaders to Consider as They Plan for the Next Normal How the CARES Act Impacts Your Clients’ Taxes The Real Impact of the Crisis on Valuations and the Independent Space as a Whole Tiburon Strategic Advisors Free Weekly Research Releases Program Recognizing and Responding to Elder Financial Abuse HBR’s Guide to Managing Your (Newly) Remote Workers Topics: Business Development Operations Share:
Stay Connected to COIs Even During Tax Season When was the last time you sat down with a CPA in your referral network? Probably not in the last few weeks. As an advisor, you are likely to be busier than usual this... Ray Sclafani Read More
Business Development How Financial Advisors Find New Clients: The Starting Point What’s the starting point in how financial advisors find new clients, i.e. what’s the first step in the “sales cycle”? ClientWise Read More
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