- You’re searching for a value-driven, not a commodity-driven business model.
- You want to grow your business but you do not want to be a salesperson.
- You seek diversified, streamlined and recurring revenues all year long.
- You don’t believe “entrepreneurial tax pro” is the same as “jumbo shrimp.”
- You want, at a minimum, to double your revenue from your clients and you seek to reduce the time spent with time-sucking, low-margin customers.
The ethical CPA or EA often works harder than other financial professionals, and virtually always acts in the client’s best interest, yet typically claims less than 10% 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.