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!

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
  • Convert tax clients into financial clients
  • Utilize 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
President & Founding Partner | C2P Enterprises
Founder | Alison Wealth Management

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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.

Dave has a unique ability to turn a vision into reality. As President and founding partner of C2P Enterprises, he is responsible for the continuous innovation and execution of our enterprise’s platform to educate, train, grow & support holistic financial advisors so families can achieve prosperity. Dave is engaged in a leadership capacity and serves as a subject matter expert across all aspects of the enterprise with a concerted effort to drive the company’s key growth initiatives.

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® and Million Dollar Round Table (MDRT).

Dave and his wife, Alana, live just outside Charleston, South Carolina; they are the proud parents of three beautiful daughters.