92% of wealthy investors expect their wealth manager to provide tax planning advice,
while only 25% are actually receiving that service*
This statistic coupled with the proposed new tax legislation opens huge opportunities for you to differentiate yourself from your competitors and gain new, more affluent clients.
But where do you start?
Attend this seminar to learn from an advisor that, even amid the pandemic, was able to lead his firm to gather $64 million in AUA in 2020.
He has built his financial advisory firm using many of the techniques and strategies that you’ll learn at this seminar:
- Considerations for building a tax practice and how to find tax clients
- Tactics for converting tax clients to financial clients
- How to find sales opportunities on a tax return and identify tax planning opportunities
- Tax minimization strategies
- A process for integrating your clients’ tax, financial, investment, and insurance into one overall plan
Now is the time to expand your business, capture more affluent clients, and differentiate yourself from your competitors through tax planning. Register today to take the first step!
*Source: Spectrem Group study: https://www.thinkadvisor.com/2021/08/18/top-14-advisory-services-clients-want-but-arent-getting/
Don Chamberlin, CFEd®, CFF®, CFEI
President | CEO
The Chamberlin Group
ABOUT DON CHAMBERLIN
Don Chamberlin is a mentor and founding partner of C2P Enterprises, as well as president and CEO of The Chamberlin Group, a holistic financial advisory firm that offers tax preparation, financial planning and wealth management services. A Certified Financial Educator (CFEd®), Don has devoted over 30 years to helping residents of Missouri, Illinois, and Michigan learn about and plan for a comfortable retirement.
Don began his career in the industry as an insurance and securities salesman, where he worked for 17 years. In 2002, he opened his own independent financial advisory practice, The Chamberlin Group. It was there that he created his innovative tax planning and preparation model, which now serves nearly 2,500 clients each year. He has gone on to share and perfect this model with C2P Enterprises, helping other advisors provide more comprehensive services to clients and add new revenue streams to their businesses.