Filing taxes should be just one small part of your client relationship.
To be a premier advisor, you must show clients that you can deliver significant, permanent tax reductions to accelerate their financial success.
But what do you do if you’ve built a book of business primarily on tax preparation? How do you start to shift that conversation?
Start with a simple conversation. Call each client and find out what’s on their mind. Ask about their wealth goals and look for opportunities to work with them more deeply on developing a tax strategy that can get them there more quickly.
Need more help? Gift your clients a copy of Tom’s book “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make.” It’s an easy read that will get them thinking about what’s possible and be the perfect door opener for you to come in and start a strategic conversation about wealth and tax strategy.
Making the shift from tax prep to tax strategy is HUGE! You’ll not only improve life for your clients, but you’ll improve yours as well.
Want to learn how joining TFW Advisors® can lead to better clients, a better practice, and a better life? Book a call with our team today!