Mastering Client Behavior and Money Energy

Bill Hortz's picture

Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but growing realm of financial services practitioners

Integrating Wealth Management and Tax Planning

Bill Hortz's picture

[Especially with year-end tax planning season now under way, many advisors and financial planners recommend that it is vital to go beyond just “tax planning” to consider the entire wealth balance sheet to capture all the benefits and opportuni


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