Say Hello to More Abundant Client Acquisition and Clients Who Love You.

It's called an "opportunity gap". You see when 92% of affluent consumers say they expect this service from their advisor, but only 25% of advisors say they are offering it, that's your opportunity.

Need more: among advisor practices with fastest organic growth, 97% offer tax planning, whereas less than 49% of the others do so. In the last 12 months, it has replaced retirement income planning as the #1 most sought after service by affluent families.

Give this short video a watch to hear from the presenters:


No need to reinvent the wheel. We've got one of America's elite tax planners and wealth advisors sharing her playbook. Spoiler alert - it's the inside scoop on how she became one of the top advisors at Carson Wealth.

Join us for "Tax Planning: Your Business Growth Accelerator for 2024 and Beyond", an exclusive webinar crafted just for advisors like you who are set to make a big impact. 

Are you ready to take your practice to the next level? This is tax planning simplified and demystified. 

Why This Webinar Is a Must-Attend:

• Capitalize on the Market Boom: With the S&P 500 up over 25% in the last two years, there's a surge in capital gains, and subsequently, taxable distributions from 401ks and IRAs.
• Prepare for Rising Taxes: Post-2025, expect a hike in estate and income taxes. Timing is everything, and the time to act is now.

Meet Your Expert Panel:

• Debra Taylor CPA/PFS , JD, CDFA®: A seasoned tax planner who will share invaluable insights on closing high-net-worth clients through sophisticated tax strategies.
• Jack Martin: InsurMark’s dynamic virtual CMO who will reveal how advisors are tripling their client acquisition rates.

Here's What We'll Cover:

• Tax Planning as a Growth Lever: Learn how integrating tax planning can drive your business growth.
• Annual Client Service Calendar: Craft a service calendar that uses tax planning as a cornerstone to ensure continual client engagement.
• Mastering Tax Returns: Walk through 12 critical points every advisor should review on client tax returns.
• Roth Conversion Strategies: Unlock the benefits and timing of Roth conversions to optimize your clients' financial outcomes.
• Proven Growth Platform: Discover the four-stage platform that’s revolutionizing client acquisition.
• Turnkey Marketing Solutions: Get the inside scoop on high-converting, award-winning digital marketing strategies that are done for you.
• Interactive Q&A: Have your specific questions answered in a live wrap-up session.

Don't Miss Out!

This isn’t just another webinar. It’s a pivotal opportunity to align your practice with the tools and strategies that will define the leading edge of financial advising. Reserve your spot now and transform how you approach tax planning and client relationships.

Ready to redefine your growth strategy? Register today!

Excited to see you there – let’s make tax planning your business growth accelerator for 2024 and beyond!