Deliver true value by cutting your clients’ taxes
There are 206,243 financial advisors out there competing for your clients. How are you going to show those clients that you’re different — and more valuable than the rest?
Savvy financial advisors have always known that tax planning is the most powerful “bait” to open lucrative cases. Business owners hate paying tax on their incomes. Retirees hate paying tax on their investments. And high-net-worth individuals hate the thought that estate tax will attack their net worth all over again!
But how do you use that hatred of paying taxes to get more clients? TaxCoach™ for Financial Advisors is your answer!
CPAs, Enrolled Agents, and other tax professionals have used TaxCoach™ since 2005 to market and sell lucrative tax-planning engagements. They understand that tax planning lets them give clients what they really want — savings!
TaxCoach™ lets planners identify the mistakes and missed opportunities that can cost clients thousands of dollars per year. Then it prepares written, plain-English plans — not confusing spreadsheets — that identify concepts and strategies to rescue those wasted dollars.
TaxCoach™ includes over 100 concise, easy-to-understand modules explaining concepts like income shifting, retirement planning, tax-advantaged savings, and the like.
Now there’s TaxCoach™ for Financial Advisors, specifically designed to help you deliver those same savings — and put them to work in the insurance and investments your clients need. (Why ask a business owner to cut down on discretionary spending to finance retirement savings when you can reposition his tax bill?)
TaxCoach™ for Financial Advisors adds new modules, not available in the regular product, specifically designed to support your business. These include charitable giving strategies, insurance-based retirement strategies, “family bank” and “family management company” strategies, ILITs, dynasty trusts, and more.
How do you put it to work? Simple! Just ask your prospect, “When was the last time your tax pro came to you with an idea to save you money?” You’ll be amazed how many say, “Never” and accept your offer to review their return.
TaxCoach™ for Financial Advisors gives you an attractive deliverable to package your expertise and advice. Think of it as a financial planning program, but for taxes, and you’ll get the idea.
You also get a suite of marketing tools, including an online “shock and awe” package that will have visitors to your site begging for appointments!
You can even try it, absolutely free, for 15 days!
No contracts. No risk.
Here’s what you’ll get….
Unlimited access to the TaxCoach™ planning system with over 100 tax strategies, with sources and customizable plan templates
- Marketing Resources with target marketing strategies & advertising templates, fee-setting suggestions, and sample engagement letters
- Weekly Member forums and Business Building webinars with strategy discussions and live Q&A
- Financial Gravity Advisor Portal Access with loads of resources and a on-line community forum
- Shock & Awe Marketing Package customized to your business for a minimal fee
- Marketing Guide & Onboarding Guide mailed to jump-start my success
- Personal Consultation with Ed Lyon to get you started
- Seminar Kits with invitations, Powerpoint presentations, speakers’ scripts, handouts, and evaluation forms