Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
00:00
How Do I Get Accounts in My Accounts?
We are a slow sales process that actually, from start of an engagement on planning until we finally potentially move assets over. It is probably a month and a half process, with four meetings to five meetings in between. First meeting to us is not about, what assets do you have? Where are they invested? Let's acat em over right away. So o betas possy they rnder and understand this. And because we use e money, we try and use it as an aggregator.
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