A 16-week, expert-led journey to closing a new account with a HNW or UHNW client.
Step-by-step coaching from prospecting through close
Sixteen 30-minute private sessions with our Tax Coaches
Comprehensive financial plans with integrated tax strategy
Joint calls with HNW prospects to establish credibility
Weekly group tax strategy training and case studies
Video lessons, bonus content, and more
Leverage our expertise to attract and close HNW prospects. Best for IARs and RIAs with $40M - $300M AUM.
The TWI Guarantee*
Comprehensive tax training program (20+ strategies)
Joint prospect identification
1+ custom on-demand tax plan per month
Joint closing calls with your HNW prospects
Joint calls with your prospect’s CPA and/or attorney
Regular updates on regulatory changes & phase-outs
Zero long-term committment
Bespoke tax planning integration for sophisticated firms. Best for RIAs with multiple advisors and $300M+ AUM.
Upgrades from concierge:
The TWI Pro Guarantee**
5+ tailored on-demand tax plans per month
Customized education programs for your entire team
Tax strategy training as a recruitment tool
Radio & webinar appearances