The Evolution of the Entrepreneurial Tax Professional

August 18

3 pm EST/2 pm CST/1 pm MST/noon PST

For most tax pros April is the cruelest month — but it doesn’t have to be. The forward-looking tax professional has the opportunity of a lifetime.

Learn how a turnkey Multi-Family Office charter can transition your business from the “fees and forms” transactional model to a more profound, value-driven relationship at the intersection of your client’s entire financial world. Multiply your revenue and business valuation by guiding your clients to a secure future based on the fiduciary standard.

All registrants will be sent a replay of the webinar. If you are interested in learning more now, you can also view a pre-recorded on-demand webinar. Use the button below to register.

 

The Evolution of the Entrepreneurial Tax Professional

Days
Hours
Minutes

August 18

3 pm EST/2 pm CST/1 pm MST/noon PST

Webinar registration:

Fill out the form below. You will be automatically enrolled in the live webinar. Check the “On-Demand Webinar” box if you would also like immediate access to a pre-recorded version of the on-demand webinar. 

You will receive an email confirmation with your link to next week’s webinar as well as a link to the on-demand webinar (if you requested it).

If you have any questions about the webinar, please send an email to zachary.trimble@financialgravity.com. 

Put Yourself at the Center of Your Client's Financial World

For tax professionals, the future might look like a race to the bottom: more competition, lower margins, slowing demand for your services, and more IRS headaches. Our two-day event lays out proven roadmaps for escaping those grinds: less work, more money, or both.

You’ll get actionable ideas and strategies you can put to work immediately to earn back the cost of the conference and compound exponentially over the rest of your career.

Is This You?

If You Said “Yes” to Those Questions, REGISTER NOW for This Webinar

Lessons from the Real World

If This Sounds Like YOU, You Cannot Afford To Miss This Webinar

The ethical CPA or EA often works harder than other financial professionals, and virtually always acts in the client’s best interest, yet sometimes claims the smallest share of the client’s total spend on financial services. This is wrong in so many ways. Isn’t it ironic that the wealth managers you refer your clients to often don’t even provide tax-efficient financial solutions? If your clients struggle and fail due to conflicted and siloed advice, isn’t it time you changed all that? Learn how in this must-see webinar.

Making This Transition Takes Knowledge, Confidence and Marketing

Until now, these have all been barriers blocking your growth. In this webinar you will learn how to gain the confidence so essential to success–confidence born of the knowledge that you are offering superior value to your clients. And you will discover how a communications program based in client education can transform your role in your clients’ lives.

In This Webinar You Will Learn

What You Will Get

As Tony Robbins says: doing the same thing better than everyone else gives you a slight advantage — but doing something different can give you an extraordinary advantage. This webinar opens the door to extraordinary advantage, a better quality of life, and generational wealth — for your clients and for you. 

You already know that the “I’ve gotta do something” feeling has been triggered. Register now, act on that feeling, and say hello to a new, more prosperous, and more valuable business in 2023!

All Attendees Will Receive a Complimentary Tax Practice Conversion Report

Attendees will receive a complimentary Tax Practice Conversion Report, an analysis of the revenue potential in your existing book of business. Based on decades of experience working with tax pros, and hundreds of members of the Tax Master Network, this report can be a key decision input for you as you plan the future of your practice. 

Your Guide to the Evolution of the Tax Professional

Dave O'Rourke
Chief Evangelist

Dave is one of the principal driving forces behind Financial Gravity’s mission to accelerate the transformation of tax professionals into family office directors. Dave is also Financial Gravity’s defacto Communicator in Chief, and Chief Evangelical Officer. Dave brings his special written and verbal communication skills to the creation of a wide scope of educational and motivational collateral for the Financial Gravity family of companies, including videos, webinars, newsletters, marketing campaigns, and professional mentoring.

A Few Words From Our Family Office Directors

Testimonials from Financial Gravity Family Office Directors

"The Family Office Director is the future of the tax industry. Don't be afraid of it. There is so much help behind the scenes...the benefits that I am seeing with clients is just phenomenal!"
Kim P.
CPA, Family Office Director
5/5
"Financial Gravity is so easy to work with. I’m confident that they will handle any client communication with true professionalism, and it’s a comfort to know I can get the subject matter expertise I need with a quick phone call or chat."
Erling B.
CPA, Family Office Director
5/5

The Evolution of the Entrepreneurial Tax Professional

Days
Hours
Minutes

August 18

3 pm EST/2 pm CST/1 pm MST/noon PST

Webinar registration:

Fill out the form below. You will be automatically enrolled in the live webinar. Check the “On-Demand Webinar” box if you would also like immediate access to a pre-recorded version of the on-demand webinar. 

You will receive an email confirmation with your link to next week’s webinar as well as a link to the on-demand webinar (if you requested it).

If you have any questions about the webinar, please send an email to zachary.trimble@financialgravity.com. 

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