Tax Facts

How to Give Financial Advice Anytime, Anywhere

By Angie Herbers

January 2022

At one point, an advisor could think about client relationships in terms of annual or quarterly meetings, when they could present reports and review portfolio performance, talk about what had changed in a client’s life and adjust their financial plan to review again in the next meeting.

But advice delivery has been shifting away from that old-school model for years,and the pandemic fully turned the tide.

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