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Acquire & serve clients

Acquire & serve clients

Whether you’re looking to strengthen existing relationships more deeply or attract new audiences, our client engagement insights can magnify your efforts. Use our insights to confidently guide investors on a range of topics, demonstrating your value and motivating referrals.

Generation n: Winning the client acquisition opportunity

OVERVIEW
Financial professionals may be able to boost revenues now and establish a strong foundation for future growth by building a multigenerational practice.

Integrated tax and wealth planning

OVERVIEW
A fluctuating tax landscape provides an opportunity for financial professionals to demonstrate value. By integrating tax and wealth planning, you can help clients plan what is known, while accounting for what might change.

Why Social Security matters

OVERVIEW
Chances are that your clients and prospects don’t know enough about Social Security, including how much they can expect to receive in benefits. That knowledge gap represents a powerful opportunity for financial professionals.

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Neither Nuveen nor any of its affiliates or their employees provide legal or tax advice. Please consult with your personal legal or tax advisor regarding your personal circumstances. Tax rates and IRS regulations are subject to change at any time, which could materially affect the information provided herein.

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