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Best Practices Blog

Reviewing Tax Returns Can Help Financial Advisors Reassure Clients and Find Planning Opportunities

4/13/2020

 
Providing insights on tax strategies could be especially helpful for financial planners and their clients right now. No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Reviewing tax returns and providing advice on related planning opportunities can set you apart from the competition. And the good news is that you, as a professional financial advisor, don’t have to become an expert in every little bit of the new and ever-evolving tax code. Nor do you have to maintain a spreadsheet of your own. Now, with the advent of Holistiplan, you can focus more on advising your clients and reassuring them that you are watching out for them, not inputting data and crunching numbers the old fashioned way.

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    About
    This Blog

    Welcome to the “Best Practices in the Financial Services Industry” blog, where you will find ideas and tips from Marie Swift, a nationally-recognized marketing communications consultant who's worked with some of the top financial services and financial advisory firms in the nation over the course of her career. The "Swift Chat" series. which is available in both a video and a podcast format, is co-hosted by Impact Communications Vice President Jonny Swift, who selects his own guests and brings a Millennial perspective to the show. This blog spotlights financial services firms and allied institutions that the Swifts deem as adopting "Best Practices" in the industry. You will find numerous posts with tools and ideas aimed at helping independent financial advisors communicate better, scale, and grow.

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  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
    • Recognition
    • Join Our Team
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
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      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites >
        • Website Case Study
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Media Placements
      • Examples of Impact Communications news releases
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      • Case Study: Website Makeover
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      • Speaking Appearences
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