Packages as unique as your practice.

Concierge

Leverage our expertise to attract and close HNW prospects. Best for IARs and RIAs with $40M - $300M AUM.

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

Exclusive training for In-Network Professionals to enhance your program

Bespoke tax planning integration for sophisticated firms. Best for RIAs with multiple advisors and $300M+ AUM.

Upgrades from concierge:

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

Speaking engagements

Exclusive training for In-Network Professionals to enhance your program