One of the biggest pain points is making sure to gather all of the documents having time to review the documents before processing the taxes for the client. It is expected to gather the documents and prepare the taxes all in one sitting.

We need something to better measure clients fears and concerns with market volatility. I just don’t think there is an accurate and up to date risk tolerance for clients. As a result we have to spend a lot of time truly understanding a clients risk tolerance sometimes we do and it’s too late. I think it required behavioral coaching as well

Incompetent subordinates who lack the skill to communicate to a customer.

Dealing with vendor management and managing contracts in one place.