{"id":113227,"date":"2023-06-28t11:55:26","date_gmt":"2023-06-28t15:55:26","guid":{"rendered":"\/\/www.g005e.com\/?p=113227"},"modified":"2023-08-01t23:56:17","modified_gmt":"2023-08-02t03:56:17","slug":"how-to-assist-investment-clubs","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/06\/28\/how-to-assist-investment-clubs\/","title":{"rendered":"how to assist investment clubs"},"content":{"rendered":"
<\/a>consider the contacts you\u2019re making.<\/strong><\/p>\n by ed mendlowitz<\/i> investment clubs are a social activity where people of similar backgrounds or interests<\/p>\n more on marketing: <\/b>help clients with basic budgeting<\/a> | help clients manage their investments<\/a> | when clients remarry<\/a> | questions for after tax season<\/a> | help heirs with tax issues<\/a> | seven questions to suggest estate planning<\/a> | 28 data points for a financial planning discussion<\/a> | every client can use financial planning<\/a> | four reasons to perform tax projections<\/a> | four additional services to suggest<\/a> investment clubs invest the money collectively and maintain a single brokerage account with separate records kept within the club.
\nhow to build a stronger tax practice<\/i><\/a><\/p>\n\n
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