Death, taxes and tax changes: these are certain. Change and uncertainty can create both chaos and opportunity. This six-minute video by Alexandra Reilly, CFMP, addresses how bankers can help customers make better financial decisions when their tax situation changes year to year, and how to bring value and partnership to the banking relationship.
Offer banking solutions that help customers make the most of their tax situation
It's not a one-size-fits all. Each customer has a unique situation. That's why you need to ask a lot of questions first. Then you can offer solutions that make sense. This is where value is created, and this is what sets you apart from the competition.
Watch the video for examples on how this can be put into action.
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