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why dont' you incorporate tax into your practice. it's not hard. in fact, financial planners should be doing all credit advice and tax advice. we know more information -have a deeper emotional connection than anyone else- about the client than either an accountant or mortgage broker or lawyer or their GP.

it's easy to do and if you get the process right (hard to do) it can become a seamless part of your overall offering, doesn't require much more study.

call xero, reckon or any other software provider, and tell them you want to extend beyond your core and capture this adjacent space. it's hell of a lot better than sending newsletters and a great engagement tool.

your clients will thank you. Go for it. we are the client's CFO's we should oversee every aspect of their finances.


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