It’s hard to read any financial publication these days without seeing some mention of the Tax Cut and Jobs Act (TCJA). Your clients are most likely aware of the tax changes as well and have started peppering you with questions regarding their financial plan.
Are you capturing new clients with tax-efficient drawdown strategy conversations? Is your practice not growing as fast as you would like? Are you missing that unique story that captures prospects attention?
We might have an answer for you.