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Thought Leadership: Five Tips on Building Team Culture
For many organizations – especially those in the tax and financial services – now is the time to build team culture in advance of a busy season of client interaction. Success of the team depends on so many factors including the right skills, processes and evaluation. For leaders of the team, there are five essential steps to building team culture in good times and bad.
Young Generations at Risk: Increased Tax Burdens
New data shows that younger generations face a higher tax burden than the generations before them. In addition, they anticipate having to fund a higher proportion of their retirement with personal savings, as few will have pensions or inheritances to fall back on. They will need help from highly trained Real Wealth Managers who understand their fiscal plight and are willing to build long term relationships.
Managing Financial Controls: Professional Advice Includes Digital Risk Management
Like many industries today, the bookkeeping, tax filing and financial services are undergoing a major transformation. A key issue that’s emerging: the control of private financial data and after-tax results in a digital world. Highly-trained specialists, can bring big value as financial intermediaries and risk managers for their clients who are concerned about control of their financial records.
