This video session will give you an overview of the 8 step Tax Practice Builder, and dive into 4 Crucial Areas To Run a Successful Tax Season. As you watch this video, we will cover the four areas of:
1. Preparing Proper Legal Documents
2. Hiring The Right Preparer
3. Marketing Your Tax Practice To The Right Demographic
4. Tax Client Categorization and Personal Preference Guide To Convert Tax Clients to Financial Clients
About The Tax Practice Builder:
Create a new base of clients and integrate tax preparation and planning services into your financial advisory firm. This innovative system enables you to provide a more comprehensive service offering to clients through the addition of a tax professional in your office. We will teach you the art of transforming a tax client into a financial services client. Our proven client acquisition program includes all the hiring methods, scripts and videos required to be fully prepared for the next tax season
About The Speakers:
Don Chamberlin is a top producer and President of The Chamberlin Group. Having been in the industry for over 17 years, he set out to open his own independent financial advisory practice, The Chamberlin Group in 2002. It was there where he created his innovative tax planning and preparation model, which now helps nearly 2,500 clients each year. Through this business model, Don has been averaging $14.7 million in personal production over the past nine years with his top year being $26 million.
Dave Alison is a skilled strategic marketing consultant and the Chief Marketing Officer of Clarity 2 Prosperity Mastermind Group and Prosperity Capital Advisors. As CMO, he works to create and package innovative client acquisition processes and support systems for affiliated advisors, as well as consult each advisor through their journey to success. For the last decade, David has been directly responsible for recruiting, educating, and supporting some of the nation’s finest financial services professionals build more well-rounded holistic practices encompassing Tax, Financial, Insurance and Legacy Planning services for their clients. One of his biggest strengths is educating advisors on income distribution strategies encompassing asset management, annuities, tax planning, and legacy planning.
For More Information Contact Clarity 2 Prosperity: