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Who We Are
- Career Opportunities
- Meet Our Team
Quotes or Applications
Advisor Tools
MSSNY
Press

Unlocking hidden AUM: Prospecting from within your client base

March 2025

How savvy advisors can effectively prospect within their own books of business.

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Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
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