Successful financial advisors realize that building a thriving practice today requires more than just offering financial and investment guidance to clients. You may want clients to view you as their personal CFO: someone at the center of their wealth management team who is overseeing their entire financial situation.

This comprehensive service includes both sides of the client’s balance sheet—income and expenses, assets and liabilities. Is it time to expand your thinking beyond your current support, and include additional services that enable you to help clients manage more of their financial big picture?

Helping clients with debt management

For most clients, their big financial picture includes debt management. Many clients need guidance when it comes to using debt in the most practical and cost-efficient ways.

While excessive and irresponsible debt can lead to serious financial problems for clients, there are situations where...


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