What Do Clients Want from Their Financial Advisors? Tax Advice.

A recent 1st Global study, “Investors CPAs and Tax-Focused Financial Advice,” revealed 66 percent of affluent and emerging affluent consumers view tax knowledge to be the most important factor when choosing a financial advisor. Further, tax-optimized investing (58 percent), estate tax planning (45 percent) and tax burden reduction (45 percent) rated the top three specialties these investors seek when choosing a financial advisor.

Most important factors when
choosing a financial advisor

most important factors when choosing a financial advisor Specialties investors seek when choosing a financial advisor
specialties investors seek when choosing a financial advisor

Download the full report to learn additional findings, such as how clients define a “trusted advisor,” the importance of face-to-face conversations and how generation gaps drive current client preferences.

 

Fill in the form below to download "Investors, CPAs and Tax-Focused Financial Advice."

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