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, CFP®, EA, BPC, is an accomplished financial planner and entrepreneur with a passion for helping advisors take their business and planning capabilities to the next level.
As Chief Operating Officer and founding partner of C2P Enterprises, Dave has been responsible for bringing together the leadership team and driving the enterprise towards a collective vision of simplifying financial planning for 1 billion people worldwide.
He 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.
Dave is engaged across all aspects of the enterprise. He is focused on driving the company’s key growth initiatives, directing the overall corporate strategy, and leading the executive team. Dave has a unique ability to take a vision and turn it into reality.
In addition to his role at C2P Enterprises, Dave is on the leadership team of C2P Enterprises’ Clarity Insurance Marketing, a fiduciary-friendly insurance marketing organization (IMO); Valor Capital Management, a registered investment advisor operating as a Turnkey Asset Management Program (TAMP) and a fund strategist; Prosperity Capital Advisors, a nationally branded corporate RIA bringing valuable resources and capabilities to independent IARs; and Clarity 2 Prosperity, a financial training, coaching and IP development organization.
Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association®.
Dave and his wife, Alana, live just outside of Charleston, South Carolina; they are the proud parents to three beautiful daughters