United States
Deepen Client Relationships
Technology, regulations and competition are changing the landscape of investing, making client relationships more important than ever. Explore these resources to find helpful tools and advice on how to deepen your relationships with clients and differentiate yourself from your competitors.
Advisor Q&A Series
Every day, ERISA specialists field questions from advisors like you about how to strengthen client relationships and navigate client challenges.1 Our Advisor Q&A Series is your window into those conversations. Explore a range of topics, each one answering a specific question from your peers.
Conversation Toolkits
Strengthen trust and nurture investor relationships with tools designed to help both you and your clients. Each toolkit offers actionable solutions, helping you demonstrate even more value across each client relationship.
Completing an annual beneficiary audit
Use this toolkit to help your clients review annual changes — marriage, birth of a child or grandchild, divorce, remarriage or death of a spouse — to ensure their retirement and investment assets avoid probate and pass to the heirs of choice.
Accumulating Roth IRA assets tax-efficiently
This toolkit outlines how to determine if a Roth IRA conversion is a good fit for your clients and complete a conversion to a Roth IRA in a tax-efficient manner.
Using a Health Savings Account (HSA) as a retirement vehicle
Help high-net-worth investors who are maximizing contributions in their employer-sponsored retirement plans use an HSA to generate tax-free health care distributions or tax-deferred retirement income.
Making after-tax 401(k) contributions
Use these tools to help investors determine if they can save more for retirement by putting money beyond their annual salary deferral into their 401(k) plan on an after-tax basis.
Optimizing resources after a layoff
Add more value to clients experiencing a job loss by guiding them through this difficult transition. These tools are designed to help you provide short-term financial counseling and life coaching as your clients explore their next steps.
Disclosures
1The Resource Desk is staffed by the Retirement Learning Center, LLC, a third-party industry consultant that is not affiliated with Columbia Threadneedle Investments. Any information provided is for informational purposes only. Please consult a tax advisor or attorney for specific tax or legal needs.
This material is for educational purposes only. It cannot be used for the purposes of avoiding penalties and taxes. Columbia Threadneedle Investments does not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Tagged with: Deepen Relationships, Practice Management
