How to Increase the Value of a Financial Advisory Business by Adding Tax Planning Services

Most financial advisors do not offer tax planning and strategy services to their clients. Why? Well, according to Steven Jarvis, CEO of Retirement Tax Services the answer is simple. Most advisors aren’t CPAs and they lack the skills “in-house” to deliver tax planning services. But now it’s possible for advisors to use a firm like… Continue reading How to Increase the Value of a Financial Advisory Business by Adding Tax Planning Services

Stop asking for referrals and grow your financial planning and investment advisory business

Steve Wershing, author of “Stop Asking for Referrals” talks to Tom Reimer about the myths of growing a business via referrals. If you don’t understand why referrals happen (and what’s going on in the mind of your client) asking for referrals can actually have a negative and damaging impact on a relationship built on trust.… Continue reading Stop asking for referrals and grow your financial planning and investment advisory business

Financial Advisory

00:00 Introductions from audience 04:17 Introduction from Jessie Williams 05:28 Introduction from Kristen Irby 07:08 Introduction from Rob DePalo 08:41 Licenses & Registration – Kristen 08:48 Licensing & Registration – Rob 09:09 About National Financial Network (NFN) & Guardian 10:05 What is a mutual company vs. stock company? 12:29 Areas of Expertise: Wealth Management, Income… Continue reading Financial Advisory

6 Effective Financial Advisory Business Lead Generation Strategies | Sales Lead Strategies

Being a #financialadvisor, the growth of your business depends on the quality of leads that are generated on a regular basis. We have compiled the best lead generation strategies that work effectively to attract prospective leads to your financial advisory business Find more with Smallbusinessweb.co digital transformation services, For quotes, Find more with ColorWhistle.com for… Continue reading 6 Effective Financial Advisory Business Lead Generation Strategies | Sales Lead Strategies

What experts say about MSME Financial Advisory

I have been a CA, management consultant as well as financial advisor to many SMEs on the cusp of growth. While most of the owners are passionate about their business and are technocrats, the lack of financial understanding negates these positives. Many of them purely look at financial management as “tax planning”. However, advice regarding… Continue reading What experts say about MSME Financial Advisory

Financial Advisory for Small Business

Dracakis Advisory is not your typical accounting service. Our forward-focused and strategic approach to accounting is designed to provide clients with the support they need to achieve their business’s financial goals. We do this by designing and implementing a Business Accounting Function that delivers: 1. ACCURATE Financial Information 2. ANALYTICAL tools to identify trends and… Continue reading Financial Advisory for Small Business