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Like any other business or professionalservice, financial advisors’ number one priority has become having a strong online presence. Lower Upfront Costs : The use of pre-existing templates reduces initial expenses, making it a cost-effective option for those who are budget-conscious. Higher upfront investment.
As is the case with all professionalservice providers, one of the most daunting and demanding tasks for financial advisors is staying on top of the paperwork when initiating a relationship with their new clients.
For example: How much do you need to budget for taxes? Employees with equity face complicated tax planning questions The acquisition of a company can leave employees facing choices about what to do with shares or facing varying tax consequences depending upon their individual situations.
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