When you talk with your client about their tax returns, they may believe their current financial advisor is providing them with tax-smart advice. Unfortunately, all too often the real answer is that they aren’t. The average advisor has at best a limited idea of their clients’ situation.

This webinar will show you why you are the right person to be serving your clients with financial advice and how offering them financial planning services can boost both your position as their trusted advisor, and your bottom line.

Key Speakers

Daniel Hood
Moderator Editor in Chief, Accounting Today
William A. Ferguson II, MSOL, AAMS®, CRPS®
Sales Manager Business Development HD Vest Financial Services
Andy Watts, CFP®
Director, National Sales HD Vest Financial Services