Optimize every aspect of a person’s financial plan
The key to a successful office is providing prospects and clients with as many valuable services as possible. You will find that by implementing taxes, elder law & managed money into your practice that you will obtain many clients and referrals.
get startedTurn-Key Business Models For A Successful Holistic Practice
Managed Money
Create an investment approach that emphasizes risk-managed portfolios designed to meet the specific needs and risk tolerance of your clients.
Build A Tax Practice
We help you generate 75 to 150 new tax clients each year who need your insurance and financial products.
Smart Estate Planning
Create, execute, fund and maintain your clients estate planning specific needs.
Grow a thriving tax practice
Plant the seed
Encourage your prospects to take advantage of the tax services your firm provides. By offering this non-threatening opportunity to your prospects, you give them an easy entry to start getting to know your firm.
Water the plant
In most financial marketing concepts, the producer presents to the client one opportunity and if the client chooses not to implement that plan, the client and producer will part ways. However, when offering the tax preparation services, the Producer now has an opportunity to sit with the client each year during the Income Tax Preparation Season.
Watch it grow
Most accountants, insurance professionals and financial planners do not use the review of the tax return in meeting with people. By becoming an expert in using the tax return form, you will be able to build rapport and convert your tax clients to full blown financial clients.
Ready to grow your business?
Megastar Advisors is committed to supporting the top producers in the industry. Founded on the backs of industry disrupters, we're not your typical FMO.
Learn about our marketing programs
All of our core business models are built upon the same growth strategy – to establish your name brand as a trusted source for financial services within your community.
get startedBecome a Megastar Advisor
Become part of an ongoing network of advisors where you can forge relationships and make contacts that will support you throughout your career.
get started