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

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A recent 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

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