The start of 2022 is another opportunity to help clients get their financial houses in order. To procrastinate is human nature, but you can help clients start off the year right.
As holiday bills come due, many clients may realize they have overextended themselves over the holidays. Financial professionals then have the opportunity to help those clients repair their finances in the new year. You can share these actions items with clients to help them self-assess and improve their financial health:
The holidays and the period after can be a challenging financial time, but you can reach out and remind clients that they don’t need to navigate financial planning in the new year alone. Take this opportunity to showcase your value and set up your clients up for a successful start to 2022.
This material is provided for informational purposes only and should not be construed as investment, tax, or legal advice. Information is based on current laws, which are subject to change at any time. Clients should consult with their accounting or tax professionals for guidance regarding their specific financial situations.
This material is educational and intended for an audience with financial services knowledge.
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