A Challenge for New Clients: How to Choose a Trusted Advisor

If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:

Plan your "school-year" with our 2013-2014 course catalogue. Download your free copy today!

CJOB's Stephanie Staples sat down recently with Evelyn Jacks to discuss how you can keep more money in your pockets now—sensibly, easily, and painlessly.

To be seen as a leader in your field, be seen at the 10th annual Distinguished Advisor Conference, November 10-13. Our media sponsor, Investment Executive will be onsite reporting from the event and Knowledge Bureau will be tweeting, but you really need to be there in person to experience this extravaganza! 

Make the most of your investment in the family business. Provide for your heirs and your own retirement while minimizing the tax impact. This book is a great resource for your family business owner clients.

As students head back to school and snowbirds start preparing for travel, advise your clients on how their cross border actions will affect their tax situation. Try a free trial today and enrol by September 3 to save $200.

As we all know, “you can’t take it with you” so sooner or later, everyone has to transfer their assets to someone else.