AdvisorToClient
Conversation Starter Archive

Conversation Starter – Tax implications of the new EU trust rules

If your client has a European-domiciled trust, ask, “Would you like to review the tax implications of the new EU rules?”

Tax

Conversation Starter – Tax and estate issues with stock options

Ask your client, “Have you considered the tax implications of your stock options?”

Investing

Conversation Starter – Deducting legal fees

Ask your client, “How do you keep track of business expenses that are eligible for deductions?”

Tax

Conversation Starter – Using whole life insurance

Ask your client, “Did you know you can use insurance to invest in the market?

Investing

Conversation Starter – Prepare for interest rate risk

Ask your client, “Have you considered what happens to your mortgage and investments when interest rates change?”

Investing

Conversation starter – It’s never too early (or late) to plan for succession

83% of SMB owners have no written transition plan and 49% have done no exit planning.

Financial Planning

Conversation starter – Invisible Illness Hurts Your Employees

For decades, corporate giants have used their workplace wellness programs to woo top employees.

Financial Planning

Conversation starter – Advisor advantage

If you operate a fast-growth company with variable cash-flow, acquiring a financial professional who can help you protect and build your wealth should be a no-brainer.

Financial Planning

Conversation starter – Is your staff retirement ready?

Entrepreneurs lie awake at night thinking about the big picture, but employees’ nocturnal worries often lie closer to their wallets.

Financial Planning

Conversation starter – Put your property to work

It’s an old adage for many entrepreneurs: when you need capital most, the banks won’t budge; when you’re well-capitalized, they’re ready to lend.

Financial Planning