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.
Use the button below to register.
The Evolution of the Entrepreneurial Tax Professional
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 on-demand webinar.
You will receive an email confirmation and a link to the on-demand webinar. After you submit the form your browser will be redirected to the on-demand webinar.
If you have any questions about the webinar, please send an email to zachary.trimble@financialgravity.com.
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.
Is This You?
- Do you own and operate a mature tax or accounting practice? Have you discovered that the size of your practice is less important than the scope and complexity of your clients’ affairs?
- You’re tired of being the most trusted, most accurate and most reliable person in your clients’ financial lives–but claiming the smallest share of their wallet.
- You have the talent and maturity to help your clients gain and keep control of their retirement security. Are you tired of referring clients to salespeople defined by their own narrow self-interest, and leaving game-changing revenues on the table?
If You Said “Yes” to Those Questions, REGISTER NOW for This Webinar
Lessons from the Real World
- You’ll understand why implementation is the key to monetizing planning for yourself and delivering actual results to your clients.
- You’ll understand why the multi-family office is the overwhelming choice of the ultra-wealthy, and whether that model has a place in your future firm.
- You’ll understand the power of flipping the script, rejecting the old sell-to model in favor of the buy-for model in use by Family Offices worldwide.
- You’ll learn how tax pros just like you have leveraged their productivity with our Done-For-You partnership model.
If This Sounds Like YOU, You Cannot Afford To Miss This Webinar
- 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.
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
- How the Family Office model can give your clients more security and more satisfaction.
- How the same amount of time and energy can produce a multiple of revenues.
- Why it’s been so difficult for tax pros to add wealth, risk and retirement advice to their offerings.
- How getting started is faster, easier and far less expensive than you’ve thought.
- How “mindshare” leads to wallet share.
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!
- The Taxes First, Then Math® approach of multi-family offices
- The Control the Controllables® philosophy that solves for both objective decision making and human biases that lead to so much failure
- How education-based marketing that informs and enlightens is the perfect solution for tax professionals
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 Evolution of the Entrepreneurial Tax Professional
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.