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Year-End Client Planning Essentials

In this episode of The Complete Advisor, we dive into essential year-end financial planning strategies with guests Eddie Zavala, a thriving advisor from Houston.and Taylor Parmigiano, his Chief Operating Officer. Together, they share insights on avoiding the common "deadly sins" of financial planning, like missed RMDs, tax loss harvesting, and ensuring timely client communication. Eddie and Taylor discuss how their structured approach—ranging from automated RMDs to regular client engagement and advanced planning—helps prevent these pitfalls. They also emphasize the importance of building proactive client relationships, fostering an environment where clients feel informed and well-cared for. Tune in for tips on sustaining client satisfaction through effective operations, tracking, and a forward-thinking mindset.