Press Release

How Do You Persuade Tax-Averse Clients to Rebalance?

August 19, 2021

‘The clients look at me like I have four heads, and I point out that the alternative would have been to have generated no returns on their investments.’ – S. Powell

Barron’s Steve Garmhausen checked in with wealth management executives and top advisors, including KAR’s Spuds Powell, to ask the big question about how advisors approaching the conversation with tax-averse clients to rebalance.

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