Why every advisor needs a professional network
Date: November 28, 2016
Retirement planning can be complex — that’s why no one should do it alone. When dealing with complicated issues like creating a tax-efficient retirement income plan or estate planning, a professional network that includes accountants and lawyers can help you serve clients better. It can even help boost your business. Here’s how to develop a professional network and use it to your advantage.
|Grow your client base by focusing on retirement income||Tips to minimize taxes before – and during – retirement|