This week we began meeting with “tax clients” for free portfolio reviews. So far, we have written one Life case @ 6K target, moved $300k in funds to our B/D, anticipate closing on a $675,000 pension rollover in June. In total, we have identified over $7.5m in potential accounts and are working on getting everyone in before Memorial Day.
I've received several phone calls and have already met with one individual who appears to have about $650,000 in retirement savings accounts. The intake went smoothly and he agreed to do a Roth 'what-if' analysis. Thanks for all your help.
Testimonials
An Attorney, Financial Advisor and a CPA walk into the room
Who is the most trusted by your client??
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As a financial advisor, you give advice from an income tax perspective, send your clients out of your office with a plan, and often have them come back with that plan altered or sabotaged due to conflicting advice from a CPA or tax preparer.
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If you are frustrated by the above scenario, Tax Marketing Mentors is your solution!
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You, as a financial advisor or planner, need to control the tax outcome of your advice. If it could be done simply, wouldn't you rather be your client's tax preparer rather than being forced to network with other CPAs and tax professionals? If you're like me, you found that although there are many good CPAs and tax preparers, there are as many that are difficult to deal with.
IF YOU'RE IN FINANCIAL MARKETING, YOU CAN'T AFFORD NOT TO USE TAX MARKETING MENTORS
What is the Tax Cloud?
WATCH THIS VIDEO
Tax Marketing Mentors™ is a Prospecting and Closing tool for advisors of every kind! It delivers a professional tax preparation service designed specifically for Financial Advisors.
Mr. Ric K.
Mr. Chris T.
View our video presentation
Watch this informative webinar presented by Michael Mulvihill, a Tax Cloud expert, as he explains in detail how this systems works.
