Not every picture tells a story. We all rely on compliance reports when starting to move down the advisory path but do they tell the right story for your client.

Sure they reconcile and are safe however you need to ask what story am I trying to tell and get the information right to deliver a holistic position of the client’s wealth position not just their tax position. This session will focus on the adjustments you need to consider to tell the right story.
PRESENTED BY: Mark Holton, Smithink