How to differentiate yourself during tax season
Submitted by Financial & Estate Planning Services | Griffith & Associates on July 25th, 2017Being able to offer sound, comprehensive tax planning advice is key for any modern advisor. As regulations tighten and competition continues to heat up, advisors are under pressure to differentiate themselves from the crowd. For advisors who live by the misconception that all tax related work should be the responsibility of the accountant, Blake Griffith, an advisor at Sun Life, urges a shift in perspective.