Why
Tax SavvyWhy focus on taxes?
SSN has a long history of supporting experienced, tax-savvy and entrepreneurial-minded financial professionals who also crave organizational simplicity within their businesses, and now we have a website to house all our tax-savvy materials. This new website contains Tax Savvy Tips, blog posts, and videos that will help set you apart and grow your practice.
Tax Savvy Advisors
SSN has a long history of supporting experienced, tax-savvy and entrepreneurial-minded financial planners who also crave organizational simplicity within their businesses, and now we have a website to house all our tax-savvy materials. This new website contains Tax Savvy Tips, blog posts, and videos that will help set advisors apart and grow their practice in their tax planning efforts.
Down the road & into the future.
Tax-Savvy Financial Professionals
Looking down the road another 10 years, we see even better aggregated technology making much of our work today obsolete. The only long term answer for financial professionals is to simply get better at promoting unique planning solutions that the low cost leaders cannot or will not provide.
The future of our industry
When we look at disruptions throughout history, we see a similar pattern.
- Something is difficult, inaccessible and expensive requiring special skill, access and capital to make money
- Over time, costs come down and more players enter the lucrative market
- As technology improves, the costs are lowered even further and profit margins are squeezed
- Businesses either become the low cost leader, adapt or exit the business.
- As we see the slow paced disruption that has been changing our business over the last 20 or so years, this pattern is becoming obvious. The independent financial professional must adapt.
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9729 Cogdill Rd., Suite 301, Knoxville, TN, 37932
(800) 264-5499
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The Future of Tax Savvy Financial Professionals
Tax-Savvy Advisors
The future of our industry
- Something is difficult, inaccessible and expensive requiring special skill, access and capital to make money
- Over time, costs come down and more players enter the lucrative market
- As technology improves, the costs are lowered even further and profit margins are squeezed
- Businesses either become the low cost leader, adapt or exit the business.
- As we see the slow paced disruption that has been changing our business over the last 20 or so years, this pattern is becoming obvious. The independent advisor must adapt.