Converting Tax Conversations into Business Growth
Thursday, March 6th at 11 am PT | 2 pm ET
Join us for an exclusive webinar in partnership with Holistiplan to discover how advisors are leveraging tax planning to dramatically grow their practices.
Learn how to take tax season from a compliance obligation into a powerful marketing and client acquisition tool. In this action-packed session, you'll discover:
📈 Proven strategies to use tax planning as a differentiator in your marketing
🔍 How to identify hidden planning opportunities in client tax returns
📧 Ready-to-use email templates that demonstrate your value to prospects and clients
⚒️ Practical ways to integrate Holistiplan's tax planning tools into your growth strategy
🎁 BONUS: All attendees will receive a ready-to-use email template to share with clients that helps you showcase your tax planning expertise and win more business.
*Please use the email you used to registered to join.
Join the Holistiplan Workshop 👇
Workshop Hosts:
Samantha Russell
Chief Evangelist at FMG
