Client conversations while the legislative process is played out during 2025:
Client education and question: Reinforce your role as their trusted advisor on all things financial by keeping them informed on current status and main provisions answering their questions.
Prioritize clients: Review clients’ financial plans to identify those likely to be most impacted by the legislation as it evolves so you can start pre-planning conversations with them as legislative provisions become more certain.
Identify potential trust needs: If trust work