Advisors should ensure clients are taking advantage of the DTC and other tax benefits
Here are some steps you can take to gain a greater share of wallet from your current clients
RDSPs can allow disabled individuals to have some authority over their finances
Choose a short name that reflects the services you offer
Be tactful to build trust when talking to clients about a child’s disability
Start with a brainstorming session and look for a theme
Avoid surprises and retain your professional image
They may not be high net-worth yet, but young clients can form a loyal client base
Look beyond the price of your business