Crush Your Competition with Tax Planning

Keep your clients and become more referable by making tax planning your ally!

 As a financial advisor,  you know you want to grow, but where do you start?  It starts with process – finding what drives you to excellence, then making an intentional choice to make it repeatable.  In 30 minutes, we cover the World-Class Advisor's Structure, including:  The Personal CFO Model, The Ideal Client Profile  Unique Value Proposition, The Prospecting Dashboard.