The Original Insurance & AUM Machine
The business-building strategy behind our proprietary Tax programs are straightforward: when you provide tax preparation services in your community, you grow a loyal client base that comes back to see you – tax season after tax season.
With a track record for generating 75 to 150 new clients each and every year, our Tax Programs has transformed the careers of hundreds of our advisors – including our own founders.
Each client who comes to your office to pick up their completed tax return instantly becomes a potential selling opportunity. Meanwhile, you get the benefit of an added stream of revenue plus near-immediate growth in your bottom line.
When you start using the tax return as a sales tool, not only will you uncover assets, but start to become the holistic advisor you’ve always dreamed of being.