Monday, March 29, 2010
Advisers can use reform to reach out to clients who own small businesses
Increased uncertainty about costs and taxes is fueling discussion; doctors worried
A number of financial advisers are using the health care reform legislation passed last week as an opportunity to reach out to clients and review their investment portfolios.
In particular, there is an opportunity for advisers to work closely with small-business-owner clients — and even more so with clients who run their own medical practices, advisers said.
“I have received many calls from small-business owners concerned about the legislation,” said Dr. Brian Knabe, a financial adviser with Savant Capital Management Inc., who also has been a primary-care physician for the past 14 years. “But particularly, I think there is a huge opportunity for advisers to work with physicians who are worried about their salaries' decreasing and their taxes' increasing..."
Investment News: Advisers can use reform to reach out to clients who own small businesses
A number of financial advisers are using the health care reform legislation passed last week as an opportunity to reach out to clients and review their investment portfolios.
In particular, there is an opportunity for advisers to work closely with small-business-owner clients — and even more so with clients who run their own medical practices, advisers said.
“I have received many calls from small-business owners concerned about the legislation,” said Dr. Brian Knabe, a financial adviser with Savant Capital Management Inc., who also has been a primary-care physician for the past 14 years. “But particularly, I think there is a huge opportunity for advisers to work with physicians who are worried about their salaries' decreasing and their taxes' increasing..."
Investment News: Advisers can use reform to reach out to clients who own small businesses
Permalink posted by markw @ 5:26 AM 
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