And to think, so many people pay a financial
advisor thousands of dollars each year to do something as simple as this.
Not exact matches
If your clients process payroll, be the trusted
advisor who recommends a way to track accurate employee time, shaving hours off their payroll process and saving them
thousands of dollars on gross payroll costs each
year.
If you're just tucking away a couple
of thousand dollars a
year in tax - sheltered accounts, it's tough for an
advisor to add value.