Coach’s Corner

As year-end approaches, do you find yourself busy helping clients harvest capital losses to offset the capital gains their portfolios recognized this year? What if there was a more efficient approach? Using a systematic tax-loss harvesting¹ strategy year-round can help build better tax outcomes for clients and be more efficient for your team.

How can you use the weeks ahead to set the stage for meaningful planning conversations in the new year? By being intentional with your questions in year-end calls with clients.

No one likes to hear the word "loss" when discussing their investment portfolio. In fact, many advisors have expressed concerns that prospective clients stop listening as soon as they mention the words "tax loss."