Are you having trouble differentiating yourself from other advisors and tax professionals?
You need to take a proactive approach to all your clients’ financial needs!
Click the “Register” button at the bottom of the screen to sign up.
Advisors and tax professionals are always looking for ways to differentiate themselves from the competition. But what’s the best way to stay competitive while also ensuring your services reach a wide demographic of new and affluent clients?
You need to get proactive about planning opportunities beyond your clients’ tax returns!
This live seminar is designed to help you uncover these opportunities and to differentiate yourself from others by offering proactive, holistic planning to clients of all ages, in the $1-$5m demographic. The proven tools and techniques presented in this seminar will allow you not only to enhance client retention, but to grow your client pool and also charge larger planning fees.
In this seminar, you will learn how to:
- Find sales opportunities on a tax return and identify tax planning opportunities
- Sell the pitch of tax planning integrated with tax preparation
- Learn how to convert tax clients into financial clients
- Learn the power of a tax what-if analysis
You will also walk away with:
- Actionable tools and tips for how tax planning can mitigate future tax liabilities
- Strategies to expand your client pool
- Marketing tools to help you build and sustain your relationship with clients
Dave Alison, CFP®, EA, BPC®
Chief Operating Officer & Founding Partner | C2P Enterprises
Founder | Alison Wealth Management
ABOUT DAVE ALISON
Dave Alison an accomplished financial planner, tax advisor, speaker, and mentor with a passion to help individuals achieve financial freedom. As a founding partner of C2P Enterprises, Dave has helped bring the leadership team together and shape the vision to simplify financial planning for financial advisors and their clients.
Dave’s professional capabilities to coordinate tax, financial, insurance and estate planning needs are what led him to found Alison Wealth Management as a boutique tax, financial planning & investment management firm bringing household CFO services to affluent families & high-income professionals across the United States.
Dave is the creator of The Tax Management Journey® and currently serves as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States. He is regularly called upon as a public speaker and by the media to share his knowledge on holistic financial planning, including Bloomberg, MarketWatch, Forbes Investor’s Business Daily, US News and World Report, Financial Planning Magazine and more. Dave is an active member of The Financial Planning Association, The FPA of Silicon Valley, The National Association of Enrolled Agents, The National Ethics Association, and The Forum 400.